Guotai Junan's Zhou on China Property

The video discusses the current state of economic recovery, highlighting mixed results in industrial profits and cooling economic activities. It explores potential drivers of recovery, such as consumption and infrastructure construction, while noting challenges in the property market. The discussion also covers interest rates and financing costs, emphasizing the need for lower mortgage rates. The property market is analyzed, with a focus on stabilization and potential slumps. Finally, the video examines PMI data and the economic outlook, stressing the importance of government support for recovery.

What factors are contributing to the mixed recovery observed in the economy?

What are the expectations for industrial profits moving forward?

What role does government policy play in supporting the economy?

How has the property market been performing recently according to the text?

What concerns are raised about the housing market in the text?

What is the projected trend for PMI data in March?

What are the key risks for policymakers mentioned in the text?