Goldman Sachs Hui Shan on China's 2022 Outlook

The video discusses China's zero COVID strategy and its implications on public health and the economy. It explores the economic impact of the Omicron variant, including potential effects on GDP and consumption. The discussion extends to liquidity demands and monetary policy adjustments by the PBOC. The video also provides an outlook on China's export and manufacturing sectors, highlighting the role of global demand. Finally, it addresses challenges in the property sector, focusing on deleveraging and long-term strategies.

What measures might the People's Bank of China (PBOC) take in response to the current economic situation?

How does external demand influence Chinese exports, and what is the forecast for their growth?

What long-term goals do policymakers have for the property sector in China, and how do they plan to achieve them?