Taking Stock of China's Economy

The transcript discusses China's economic indicators, focusing on inflation rates (CPI and PPI) and their implications for the People's Bank of China's (PBOC) monetary policy. It highlights that inflation is slightly below expectations but aligns with market predictions. The discussion also covers factors affecting CPI, such as food prices, tariffs, and currency depreciation. Additionally, it examines China's GDP growth, noting a slight moderation due to manufacturing sector weaknesses and trade tensions. The transcript concludes with an analysis of credit expansion and investment trends, indicating a mixed economic outlook.

What is the current forecast for China's Q3 GDP and how does it compare to Q2?

In what ways could the trade war and deleveraging affect China's economic growth?