LBBW Bank's Kraemer: China's Growth At 4.5% & 3% for This Year & Next

The transcript discusses China's economic growth prospects, highlighting challenges like a shrinking workforce and over-investment. It compares China's growth with Europe and the US, noting potential recessions in the latter. The conversation shifts to structural changes in China's economy, emphasizing the need for reform and productivity improvements. Finally, it evaluates the global stock market, predicting potential corrections due to profit slowdowns, reduced liquidity, and bond yield comparisons.

What does the speaker suggest is necessary for productivity growth in China?

What are the three main factors driving stock market performance according to the speaker?

What is the speaker's projection for the correction in stock markets?