China's Slowdown Continues to Persist, Citi's Chua Says

The transcript discusses China's economic slowdown, focusing on import growth concerns and the impact of COVID restrictions. It analyzes export performance, seasonal factors, and the dual circulation policy. Concerns about domestic growth and potential policy easing in China are highlighted. The effects of China's slowdown on Asia and inflation concerns are examined. The impact of US inflation on Fed policy and implications for Asia are discussed, along with market reactions to the Fed's hawkish stance and balance sheet reduction.

What factors contribute to the concerns about the sustainability of export growth in China?

How does the property sector's performance relate to the overall economy in China?

What are the potential risks of a slower trade cycle for the rest of Asia?