Primavera Capital's Fred Hu, Sees Significant Risks in Chinese Economy Next Two Years

The transcript discusses the significant economic risks facing China and the need for effective policy responses. It highlights the importance of deregulation to reduce state interference and promote private sector growth. The challenges such as trade wars and softening consumer demand are addressed, along with potential opportunities in consumer-facing services and technology. The discussion also covers the Chinese equity markets, suggesting that current valuations may offer attractive entry points for long-term investors.

What are the potential risks mentioned that could lead to a vicious cycle in the economy?

What actions have Chinese policymakers recognized as necessary to address the weaknesses in the economy?

What measures does the speaker suggest to support the economy without incurring costs?

What contradictions does the speaker identify in the support for the private sector?

How does the speaker view the current state of Chinese equity markets?