Credit Agricole's Zhi on China Trade Preview

The video discusses China's economic growth, highlighting a moderation from previous high growth rates due to factors like post-COVID recovery and global economic slowdown. It examines the challenges faced by China's exports due to external headwinds, particularly from the US and Europe. The manufacturing sector's resilience is noted, despite pressures from deflationary trends and energy prices. The video also addresses China's inflation situation, suggesting that the economy may need stimulus despite not having significant inflation issues.

In what ways has China's manufacturing sector performed compared to other sectors of the economy?

What are the implications of the uneven recovery in China's economy on inflation?

How might the recovery of consumption demand affect inflation in China in the coming months?