China Figures Confirm Economy Has Bottomed Out: Morgan Stanley

The transcript discusses China's economic recovery, highlighting the bottoming out of the slowdown and the mini cycle recovery. It covers the impact of trade deals, particularly the phase one deal with the US, and the ongoing structural challenges China faces. The discussion also touches on China's globalization strategy and its role in the tech sector and global supply chain.

What role does consumer credit play in China's economic recovery?

What are the implications of the trade tensions on China's manufacturing sector?

How is the tech sector influencing China's restocking efforts?