Raymond Cheng, Chief Investment Officer of North Asia at Standard Chartered Wealth Solutions, discusses the latest market news on China.
As confidence in China revives, the hope is that consumption will also pick up, CIO says
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great interview. 👍
Wnen you look at official birth rates in China over the past 40 years and the official population today in China, analysts say the real population in China is 37.5-50% lower than what they say. Official numbers for anything (population, GDP, pollution) are questionable. And when the numbers aren’t pretty (youth unemployment), they just quit counting or change the metrics. Why don’t China financial analysts look into this and take it into consideration when reporting on China?
It will take time, but consumption will receive a huge boost from the fall in home prices. When you don’t need to save all of your money for three decades to buy a home, you can finally begin to spend on goods and services.
The market is littery crashing as we speak. lol china is over
The unused stimulus for 2024 is certainly not enough