Societe Generale on China Economic Recovery

The video discusses the challenges facing the Chinese economy, particularly in the property market, and the strategies being employed to stabilize growth. It highlights the importance of housing stabilization, the role of interest rate policies, and the potential for economic recovery. The outlook for the yuan and the labor market, especially youth unemployment, are also examined. The video concludes with a discussion on China's future growth trajectory, suggesting a new normal of slower growth.

What factors contribute to the depreciation pressure on the yuan?

How is youth unemployment in China tied to social stability?

What are the potential long-term growth trajectories for China given its current economic conditions?