Bloomberg Daybreak: Asia Edition
China's 'Two Sessions' Kick Off Ahead of Trump Tariff Barrage
Mar 4, 2025
Shehzad Qazi, COO at China Beige Book International, shares insights on China's crucial 'Two Sessions,' discussing potential stimulus and growth targets amidst rising national debt. Patrick Kennedy, Founding Partner at AllSource Investment Management, analyzes the impact of Donald Trump's impending tariffs on market trends. Together, they explore China's cautious shift to consumer-driven growth, the challenges posed by trade tensions, and the resilience of the property market, painting a complex picture of economic recovery and uncertainty.
17:15
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Quick takeaways
- China's 'Two Sessions' highlight the potential for a stimulus package to achieve a growth target, despite skepticism about its credibility.
- The looming US tariffs on Chinese goods intensify trade tensions, potentially pressuring China's economy and manufacturing sector for better support strategies.
Deep dives
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