Trade War Really Impacting Market Sentiment in China, Says Moody’s Ell

The video discusses global economic growth, focusing on the impact of delayed tariffs on Chinese goods and the ongoing trade talks. It highlights the cyclical and structural slowing of major economies, with a particular focus on China's export performance and the exacerbating effects of the trade war. The discussion covers market sentiment, PMI expectations, and the need for a resolution to the trade war to improve economic conditions. The video concludes with an analysis of China's manufacturing sentiment, noting the cautious approach of policymakers and the lack of a significant rebound in industrial production.

What factors are contributing to the slowdown in China's manufacturing sentiment?

What approach are policymakers taking regarding economic stimulus in China?