The View Beyond: China's post-Golden Week reality check
Show notes
China's Golden Week is often viewed as a pulse check on the health of the world's second-largest economy. This year, the results have reignited debate over consumer confidence, policy stimulus and the outlook for growth. In this episode, we examine what the latest Golden Week trends reveal, while exploring the bigger investment questions around China's property market, technological ambitions, export outlook and the impact of escalating trade tensions.
Richard Tang, China Strategist and Head of Research, Hong Kong at Julius Baer, sits down with Hong Hao, Managing Partner and Chief Investment Officer of Lotus Asset Management, for a wide-ranging discussion on market sentiment, economic recovery and where investors may find the most compelling opportunities in China over the next 6 months.
- (00:28) - What options do policymakers have following weaker Golden Week data?
- (03:51) - Property stimulus and growth outlook
- (09:30) - China's rapid advancements in technological innovation
- (13:40) - Tightening trade restrictions - what's the impact?
- (18:07) - Are investors being overly pessimistic?
- (21:04) - Sectors to watch in the next 6 months
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