

Property Slump Spreads to China Financial Sector
Aug 16, 2023
Shehzad Qazi and Dexter Roberts break down the latest headlines out of China including concerns over the financial sector. Katie Thomas discusses retail earnings and the challenges of transitioning to household consumption in China. Jeff Krumpelman gives a bullish outlook on the consumer and stock market recovery.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
China's Financial Crisis and Property Sector Challenges
01:41 • 8min
Potential Impact of Major Developers Failing in China's Financial Sector
10:01 • 2min
China's Property Market and the Challenges of Transitioning to Household Consumption
12:12 • 9min
Strong Back-to-School Spending and Potential Impact of Student Loan Repayments
21:26 • 5min
Bullish Outlook on the Consumer and the Evolving Athleisure Sector
26:07 • 5min
Bullish Outlook on Stock Market Recovery
30:50 • 7min
Stock Market Analysis and Sector Recommendations
38:12 • 2min