Goldman's Swell on the Growth Outlook for China

The video discusses China's economic challenges due to high leverage and its impact on growth. It explores investment timeframes and the role of government support in China's future. The analysis includes evaluating China's growth through company data and the influence of the PBOC. The video also covers the expansion of global balance sheets and the implications of quantitative easing. Finally, it considers potential future economic scenarios, including the risks of high debt and changes in investor confidence.

What are the implications of the continuous deceleration of growth in China?

How does the government support in China affect its economic outlook?

What role does the PBOC play in the current economic situation in China?

What are the risks associated with the current financial experiment post the financial crisis?

What factors could lead to a resumption of organic growth in global economies?

Discuss the potential consequences of heavily indebted countries on global economies.

In what ways can the increase in government debt affect investor confidence?