Market Not Convinced About China's Recovery, Economist Hong Says

The video discusses the challenges in China's economic recovery, focusing on the struggling real estate sector and its impact on credit expansion. It highlights the investment climate, noting the difficulties foreign investors face and the opportunities for domestic investors, particularly in the AI sector and SOE companies. The Golden Week consumption data shows a slight increase but lower per capita spending compared to 2019. The video also examines government measures affecting market transparency and investment, with a strong bond market indicating skepticism about economic recovery.

What opportunities exist for domestic investors in the current market?

How did the Golden Week consumption numbers compare to previous years?