StandChart's Liu on China's July Real Activity Data

The video discusses the risk of contagion in the real estate sector, particularly linked to trust firms and property developers. It highlights the current state of China's property sector, noting a lack of complete turnaround and the government's focus on stabilization. The video also explores monetary and fiscal policies, including potential rate cuts and fiscal expenditure increases. Finally, it examines economic indicators like retail sales and PMI, suggesting a moderated economic activity with hopes for stabilization from August onward.

What are the expectations for retail sales growth in the current economic climate?

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What indicators suggest a moderation of economic activities for July?

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What supportive economic policies are anticipated to be implemented following the July Politburo meeting?

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