Morgan Stanley's Xing on China CPI, PPI

The transcript discusses China's current deflationary state and the policy measures needed to address it. Robin Shang from Morgan Stanley highlights the importance of coordinated fiscal and monetary policies to avoid a debt deflation trap. The conversation compares China's situation with Japan's past economic issues, noting both similarities and differences. The discussion also covers the potential for leveraging different parts of the economy, the importance of government intervention in the housing market, and the need for economic correction. Future growth sectors like advanced technology and the green economy are identified as potential drivers for China's economic recovery.

What are the differences between China's current economic situation and Japan's during its bubble burst?

How does the aging population in China affect its economic growth potential?

What role do emerging sectors like green technology play in China's economic recovery?