ANZ's Wang on China's CPI and PPI

The video discusses China's inflation trends, focusing on PPI and CPI, and predicts a peak in October. It highlights China's shift from traditional monetary policy to administrative measures to control prices. The video also examines the property market's downturn, drawing parallels with Japan's 1990s deflation, and its potential impact on the broader economy. Finally, it explores the implications of property price changes on consumer wealth and spending power.

What are the expected trends in CPI and PPI inflation for October in China?

How does the surge in vegetable and oil prices affect CPI inflation in China?

What measures is China likely to use to address inflation, according to the text?

In what ways has the market concern shifted regarding the health of the real estate sector in China?

What warning signs are indicated regarding the property market in China?

What is the significance of the property prices in lower-tier cities compared to top-tier cities?

How might a prolonged deflation in China affect household wealth and debt repayment?