Pictet's Chen on China Macro

The transcript discusses the current economic focus on stimulus, highlighting a divide in opinions on whether more fiscal intervention is needed. It explores China's economic recovery, deflation risks, and the role of government and banks in addressing these challenges. The global economic outlook is also considered, with insights into asset allocation amidst slowing growth and high inflation.

What strategies should the Chinese government implement to boost consumer confidence?

How do the current economic conditions in China compare to those in developed markets?

What is the outlook for fixed income versus equities in the current economic environment?