BofA's Qiao on China's Economic Forecast

The video discusses China's anticipated economic recovery following its reopening, despite potential supply chain disruptions due to rising infections. It explores whether domestic growth can counteract global economic slowdowns, with a focus on changing consumption patterns post-lockdown. Economic forecasts predict a significant rebound in consumption, while the property market is expected to recover by 2023. The video also covers the timeline for border reopening and its implications for international tourism and trade.

What role do excess savings play in the expected economic recovery in China?

How is the property market expected to change in 2023 according to the discussion?

What are the anticipated effects of the reopening on supply chain disruptions?