CICC's Zhang: China's growth will be stronger in 2H

The transcript discusses the stabilization of the property market, with funding conditions improving for developers. Predictions indicate a positive growth in property sales by the second half of the year. The discussion also covers monetary and fiscal policies, highlighting infrastructure investment and tax cuts. The role of state-owned enterprises in addressing liquidity issues is examined. China's COVID-19 strategy and its economic impact are discussed, with expectations of policy fine-tuning. Finally, the strength of the Renminbi and market policy divergence are analyzed.

What are the expected impacts of the fiscal expansion on infrastructure investment?

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What challenges does the COVID-19 strategy pose to economic growth according to the discussion?

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What is the outlook for the renminbi's strength in the near term as discussed?

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