Hui Shan

Hui Shan, Chief China Economist at Goldman Sachs, shares her insights on China's economic outlook amid U.S.-China trade tensions. She highlights the surprising resilience of Chinese exports and the shifting trade patterns due to rerouting strategies. Shan also discusses the key takeaways from the Trump-Xi summit, potential durability of the trade truce, and China's strategic leverage in discussions over rare earths. Additionally, she revises China's growth forecasts upward and explores the transformative role of AI in bolstering future growth.

Hui Shan, Chief China economist at Goldman Sachs, and Michael Pettis, Professor at Peking University, delve into China's economic landscape. They discuss the nuances of China's policy stimulus and its potential effectiveness against both domestic challenges and external pressures, such as U.S. trade policies. The conversation uncovers shifts towards consumption over infrastructure, critiques of manufacturing subsidies, and the impact of political dynamics, including potential tariffs from the U.S. The experts evaluate if these measures can truly revitalize China's sluggish GDP growth.

China's emergence from Covid lockdowns was expected to boost the global economy. But a string of disappointing data is giving investors, policymakers and market watchers a new reason to worry. Goldman Sachs Research’s Hui Shan, chief China economist, explains the drivers behind the outlook for the world’s second-largest economy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Hui Shan, the Chief China economist at Goldman Sachs Research, provides insights into the current struggles of China’s economy. She discusses the real estate downturn and its impact on consumer spending, painting a picture of shifting economic dynamics. Shan highlights the interplay between the property market and household consumption, warning of ongoing challenges. She also touches on China’s export resilience amid geopolitical tensions and the potential need for fiscal stimulus to bolster growth in a slowing landscape.

Goldman Sachs Research experts Hui Shan and Kinger Lau discuss China's economic rebound, analyzing factors driving the equity market rally, potential impacts of tariffs, risk-reward in the property market, and market optimism amid evolving economic trends.