China Credit Growth Slows, Trade Surplus With U.S. Widens

The transcript discusses China's economic strategy, focusing on the balance between financial risk and global demand for exports. It highlights the slowdown in credit growth and the lowest recorded M2 money supply growth. The discussion also covers the impact of regulations on insurance and banking sectors, and the Chinese government's acceptance of slower growth to pursue deleveraging. The transcript concludes with an analysis of China's GDP growth, potential headwinds like pollution curbs, property market slowdown, and the US-China trade relationship.

What factors are contributing to the current financial risk in China?

How has global demand for Chinese exports affected the country's economic situation?

What is the significance of the M2 money supply growth rate mentioned in the text?

What are the expectations for China's GDP growth in the fourth quarter and for the full year of 2017?

What are the potential headwinds facing China's economy as discussed in the text?