Jinny Yan, Chief China Economist at ICBC Standard Bank, discusses her outlook for China’s economy in 2025 and the government’s policy measures and priorities, particularly its focus on de-risking, diversifying and enhancing domestic capacity.
- (00:00) - Introduction
- (01:01) - Key Issues to Watch in 2025
- (02:32) - US/China Trade War Prospects
- (06:29) - Assessing China’s Resilience to Trade Tensions
- (11:12) - Property Sector
- (17:11) - Inflation/Deflation Outlook
- (20:13) - Monetary Policy Response
- (23:57) - Fiscal Policy Response
- (28:27) - Government Bond Market Drivers
- (33:39) - Conclusion