CLSA on China: Looking for Policy Clarity to Emerge

The video discusses the economic recovery post-COVID, focusing on China's unique reopening story. It highlights the consumption-centric rebound and the cautious approach of policymakers due to policy paralysis. The discussion also covers investor concerns, particularly non-Asian investors, and the importance of local money in China's financial markets. The video further explores China's debt situation, emphasizing the conservative fiscal policy and the need for policy clarity to stimulate the economy.

In what ways might the reopening process in China differ from other countries' experiences?

What are the implications of US-China tensions on the economic recovery in China?