This podcast episode discusses China's economic outlook for 2023, including its GDP growth target, budget deficit, and CPI target. Experts emphasize the challenges of achieving the CPI target and the need for structural reforms to transform the economy. The episode also delves into the impact of quant funds on the market, highlighting the challenges they face in the small and microcap sectors. It also analyzes the market collapse in February 2022 and the role of the national team in stabilizing the market. Additionally, the episode examines the recent rebound in Hong Kong's property market after the removal of extra stamp duties, expressing skepticism about a sustained recovery due to fundamental economic factors and the convenience of buying in neighboring Shenzhen.
