Morgan Stanley's Xing on Li Qiang's Speech

The transcript discusses China's economic growth, highlighting the impact of base effects and the need for stimulus due to low growth in the second quarter. It covers China's domestic policy adjustments, focusing on fiscal, monetary, and housing policies. Divergent views on China's economic prospects are presented, with some experts optimistic about growth and others skeptical. Potential stimulus measures, including infrastructure and green CapEx, are explored. The transcript also addresses China's geopolitical relations and their economic impact, current economic challenges like unemployment, and missed opportunities for policy announcements.

What factors are contributing to the expected growth in China's economy for the second quarter?

How do base effects from last year's lockdowns impact the current economic growth figures?

What are the expected measures from the upcoming State Council meeting in China?

How is China's relationship with Europe influencing its economic strategies?

Discuss the implications of China's current unemployment rate on its economic policies.

What are the potential risks associated with the anticipated economic stimulus measures?

What role does the property sector play in China's economic recovery strategy?