Jenny Huang, Deputy Head of China Research Initiatives at Fitch Ratings, shares her views on China’s consumption recovery prospects, including stimulus for growth, constraints, consumer behaviour changes, and implications for related companies.
- (00:00) - Introduction
- (01:15) - China’s consumption recovery prospects
- (06:45) - Wage inflation risk
- (08:34) - Sub-segments’ performance
- (14:11) - Changing consumer behaviour
- (16:52) - E-tailing sector’s competitive landscape
- (20:35) - Consumption-led import demand
