Expect More Policy Measures From PBOC This Year: Jerram

The transcript discusses China's economic situation, focusing on recent data, rate cuts, and the housing market. It highlights concerns about a credit bubble and non-performing loans (NPLs) in the banking system. The discussion also covers the need for financial reforms to improve funding access for small and medium enterprises (SMEs). The transcript concludes with speculation on future policy measures to manage economic growth and address systemic issues.

What are the concerns regarding the housing market mentioned in the text?

How does the speaker view the impact of cutting interest rates on the credit bubble?

What does the speaker suggest is necessary for improving access to funding for small firms?

What balance does the speaker believe the PBOC needs to achieve regarding economic growth?

What broader measures does the speaker anticipate in response to the economic situation?