Q3 China Forecast with Kenneth Koo of Citi Orient Securities
Shanghai, VIP II, 2F, Four Seasons Hotel Shanghai, 500 Weihai Road, Jing'an District
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China has run into two problems this year: overshooting in its deleveraging drive and Trump. From July, Beijing has been jiggling the various levers it uses to guide local demand to avoid a policy-triggered downturn. The escalating trade war adds some urgency to that task. Yet, Beijing has not so far halted its deleveraging campaign or the associated restructuring drives in its financial, industrial, and government sectors. We’ll update the outlook for reform across all these areas in our September session before examining how the latest stimulus efforts are likely to change the outlook for demand, inflation, and the currency.
Richard Martin will lead our discussion of these and other issues likely to affect demand in the consumer, corporate, and government sectors
We also will be joined by Kenneth Koo, Deputy GM & Citi’s Chief Representativeat Citi Orient Securities. Kenneth spearheads Citi’s strategic cooperation with Orient Securities and has over 20 years experience in investment banking in Asia and the U.S. Kenneth will explore recent developments in financial markets and reforms underway across China’s financial system.