Why China's Economy Needs More Stimulus: BNY Mellon's Cox

The transcript discusses China's economic situation, focusing on the need for smart stimulus to address deflation and underutilization of capacity. It highlights the importance of targeted lending and fiscal policies, such as tax cuts and social spending, over traditional infrastructure investments. The discussion also covers the impact of stock market connect schemes, like the Shanghai-Hong Kong Connect, on China's financial markets and the potential for future growth through strategic positioning in markets like Shenzhen.

What are the implications of China's producer prices falling for an extended period?

How does the concept of 'smart stimulus' differ from traditional stimulus measures in China?

In what ways has the Chinese government attempted to encourage consumer spending?

What are some of the fiscal policies mentioned that could help stimulate China's economy?

What role does the Shanghai-Hong Kong Stock Connect play in the context of China's stock market?