Commerzbank's Zhou Calls Financial Deleveraging a Key Issue for China

The video discusses China's economic outlook, focusing on expected growth rates and ongoing financial deleveraging. It analyzes bond market trends, noting a recent calming after last year's sell-off. Speculation surrounds the next PBOC governor, with Mr. Liu as a likely candidate amid financial regulation consolidation. The video concludes with a discussion on policy continuity under current leadership, emphasizing a top-down approach and ongoing financial strategies.

How does the market perceive the potential leadership of Mr. Liu in terms of financial policy?

What is the expected continuity in China's overall policy framework under the new leadership?