09:00 HKT: ANZ Senior China Economist Betty Wang

The video discusses the continuation of economic momentum into 2021, focusing on China's export resilience despite global challenges like the trade war and pandemic. It examines the impact of price pressures and PPI inflation, highlighting the role of global commodity prices. The analysis extends to China's import dynamics, driven by surging commodity prices and the semiconductor cycle. Future import demand is assessed, with potential risks due to oversupply and fiscal inefficiencies. The video concludes with the implications of China's diminishing demographic dividend on its economic growth and labor force.

What role does fiscal stimulus spending play in sustaining economic momentum in the US and China?

How does the semiconductor cycle affect China's imports and exports?

What are the potential risks to China's commodity demand in the second half of the year?