What Xi's Environmental Ambitions Mean for Markets

The video discusses the Chinese government's focus on improving growth quality and environmental conditions, emphasizing the role of state-owned enterprises. It highlights the consolidation of control by these enterprises and the shutdown of smaller private companies, particularly in polluting industries like aluminum and cement. The discussion also touches on the potential for deleveraging in the financial sector, with upcoming policy decisions by the Chinese Communist Party expected to provide more clarity.

What role does the Chinese Communist Party play in shaping policies related to deleveraging?

What are the potential outcomes of the meeting of the Central working group in December?