Episode Details
| Title | Will China’s policy stimulus be enough? |
|---|---|
| Date | 12/16/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $CHINACONSUMP - China is shifting focus towards stimulating consumption with new programs and subsidies, potentially creating opportunities in consumer-related sectors.
- “They're talking more about consumption. They haven't figured out how, but they are talking more about consumption. They have these goods trading program. A lot of the people we know are taking advantage of, but there are sizable subsidies, a bit like a US cash from conquers.” - Hui (6:44)
Bearish:
- 🔻 $CHINAGDP - 🔒
- 🔻 $CHINAREAL - 🔒
- 🔻 $CHINABANKS - 🔒
- 🔻 $CHINALOCAL - 🔒
- 🔻 $CHINAMFG - 🔒