China Inflation Exceeds Estimates

The video discusses China's economic reflation, focusing on the Producer Price Index (PPI) resurgence. It examines whether this is due to reduced spare capacity or genuine demand, highlighting the significant role of government infrastructure spending. The discussion also touches on the potential vulnerability of PPI if government support wanes. The video concludes with an analysis of the government's influence and the stable economic outlook as China approaches a new political economy cycle.

What are the potential risks associated with the government's infrastructure spending?

What is the significance of the upcoming party Congress for China's economic narrative?