Liu: China's Growth Recovery Not On Strong Footing Yet

The video discusses the vicious cycle affecting China's housing market, highlighting the role of developers, banks, and overall confidence. It examines China's growth forecasts, policy risks, and the impact of COVID-19. The video also covers policy stimulus measures, challenges in the property sector, and the role of SOEs in stabilizing the market. Additionally, it explores monetary policy, interest rates, and the potential for fiscal policy adjustments.

What are the two main uncertainties driving China's overall growth momentum?

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What is the expected growth rate for China in the third and fourth quarters?

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How has the introduction of policy stimulus affected China's growth since June?

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How has the Omicron variant impacted the property sector recovery?

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What challenges are faced by distressed developers in the property sector?

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What are the implications of the mortgage crisis in relation to policy coordination?

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What role do State-Owned Enterprises (SOEs) play in stabilizing the property sector?

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