Macquarie's Hu See a Slowdown in China Growth in 2H

The transcript discusses the current economic situation in China, focusing on inflation rates (CPI and PPI), GDP growth, and the potential slowdown in the economy. It highlights the People's Bank of China's stance on monetary policy, the impact of corporate leverage, and the internal demand within the country. The discussion also covers the main economic drivers, such as exports, housing, and infrastructure spending, and anticipates a slowdown in these areas due to weak credit growth.

What are the expected trends in CPI and PPI inflation for the second half of the year?

How does the current state of the Chinese economy reflect on GDP growth?

What factors are contributing to the slowdown in the Chinese economy?

What role do exports and property investment play in the current economic situation?

Discuss the implications of weak credit growth on the economy in the second half of the year.