Goldman Sachs' Shan on China's Economy

The video discusses China's economic outlook, focusing on macro data, high-frequency indicators, and the property market. It highlights the uncertainty in the housing sector and the stabilization of property prices due to government measures. The video also examines Chinese consumer behavior, particularly their reluctance to spend excess savings post-lockdown. Expectations for economic growth and potential stimulus policies are discussed, with a focus on GDP growth targets and budget deficits. The video concludes with insights into the property sector and lending rate expectations.

What expectations are set for the upcoming two sessions regarding economic stimulus?

What is the anticipated stance of the Central Bank regarding interest rates this year?