China's Consumer Confidence Turning Lower, Bocom's Hong Says

The video discusses the impact of market interventions on inflation, focusing on the PPI-CPI gap and its implications for investment strategies. It highlights the challenges in retail recovery and consumer spending post-pandemic, examining the dichotomy between discretionary and staple spending. The property sector's influence on consumer confidence is analyzed, alongside central bank policies and liquidity management by the People's Bank of China.

What challenges does the retail sector face in recovering post-pandemic?

How do government policies impact consumer behavior in the property market?

What are the potential risks associated with the current liquidity situation in the market?