A Perspective on China’s 2025 Macro Outlook

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

China Perspectives
Episode 37
January 7, 2025

★ Episode details: https://share.transistor.fm/s/06ae70db