Societe Generale's Lam on China's Economy

The video discusses the downside risks to economic growth, primarily from the property sector, and the potential measures to stabilize it. It explores the idea of cash handouts to boost consumption, highlighting the lack of consumer confidence as a major issue. The video also covers upcoming policy measures, including the Politburo meeting, and the role of savings and inflation in shaping economic policy. The discussion emphasizes the need for targeted consumption coupons and the government's capacity to afford such measures.

What are the potential long-term concerns associated with stimulus measures?

What is the significance of the Politburo meeting in relation to economic measures?

How does the distribution of savings among different households affect consumption?