China's $562-Billion Plan to Boost Property Sector | Bloomberg: The China Show 10/17/2024

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“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:00 - Bloomberg: The China Show opens
00:03:09 - What to watch in China today
00:05:39 - Traders look ahead to China's housing ministry briefing
00:08:15 - BlackRock's Navin Saigal on China's stimulus measures and fixed income outlook
00:16:26 - ASML CEO sees slow chip recovery extending ‘well into 2025’
00:25:56 - Eastspring Investments' Nupur Gupta on opportunities across asset classes
00:34:13 - China’s wild stock market swings hurt a $21-trillion bull case
00:38:42 - Exclusive: Stan Druckenmiller says market ‘very convinced’ Trump will win
00:46:29 - Live: China housing ministry holds closely-watched briefing
00:57:13 - HSBC Qianhai's Steven Sun reacts to China's housing measures
01:05:21 - HSBC Qianhai's Steven Sun on China's stimulus policies
01:14:33 - Moody's Ratings' Lillian Li reacts to China's latest property support
01:28:07 - Shares of Chinese developers slide as briefing underwhelms
01:28:32 - China to boost support for unfinished properties to $562 billion
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Chinese property sector, which accounts for 30% of GDP, is crashing.
- Exports and imports, accounting for 37% GDP, are down.
- Foreign investment (FDI) is falling over 90%, lowest in 3 decades.
- Foreign visitors are down 96% compared to the pre-pandemic level in 2019.
- Consumer prices are experiencing deflation.
- Youth unemployment hits over 21%, a record.
- Its fast-shrinking workforce is 10 years older than neighboring countries.
*Still, China keeps reporting outrageous GDP numbers.* Lol
Where does the growth come from?

ArabicReja
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Chinese 🇨🇳 $560 Billion plan to revive its property sector
is like a CPR to a dead body. LOL

lastChang
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1. 能源安全:减少对石油进口的依赖





2. 成本效益:太阳能和风能与煤炭和石油的比较





3. 宁夏的战略位置:可再生能源与AI枢纽



4. 经济增长、就业创造与GDP影响






经济影响计算:




5. 环境可持续性:减少碳排放与沙尘暴



6. 电动汽车:推动清洁能源需求







与熔盐电池的比较:





8. 国家安全:电动车与应急系统



9. 空中取水:为农业提供可再生能源



10. 中国成为净能源出口国



5万亿美元投资的能源生产:



11. 满足中国的能源需求



12. 碳信用交易:



结论


Observer