China CPI for Full Year Should Be Well Behaved: JPMorgan’s Ng

The video discusses the trends and forecasts of PPI and CPI, highlighting the impact of high commodity prices on inflation. It explores the potential effects of PPI on CPI and the implications for corporate sectors. The discussion extends to China's consumption recovery post-pandemic, emphasizing the lag in consumption and services due to policy focus on infrastructure. The video also covers the normalization of macro policies and the demographic challenges facing China's economic growth, including the aging population and declining birth rates.

How does the speaker describe the relationship between policy support and consumption recovery?

What are the expected impacts of demographic changes on China's economic growth?

What measures does the speaker suggest the government should take regarding demographics?