Macro Insights Weekly: China trip notes - Isolating property sector risks

During an engaging China trip last week, we saw dynamism in policy making, green transition, and new tech. We also saw lingering uncertainties afflicting consumption and investment.
Weak aggregate demand persists, even though economic momentum is not alarming.
Demand weakness reflects real estate, capital markets, and regulatory headwinds.
Policy easing is reaching critical mass, helping deal with the debt crisis.
Stepping into China is to see green transition in action.
Concerns galore, but strategies to deal with a more challenging world are in motion.