Credit Agricole's Zhi on China's LPR and Property Outlook

The video discusses the systemic risk posed by the property sector crisis in China, highlighting the manageable near-term implications but emphasizing the need for swift government action. It also examines the impact of strict COVID-19 policies on economic recovery, noting challenges such as rising unemployment and supply chain uncertainties. The potential for fiscal and monetary policy measures to stimulate growth is analyzed, with a focus on credit expansion and infrastructure spending. Lastly, the video addresses social instability concerns and the importance of economic metrics in assessing risks.

What indicators should be monitored to assess risks in the Chinese economy?

How significant is the property sector to the overall Chinese economy?

What measures are being taken to address the property market stress in China?