Tai Hui
Tai Hui
brief checking credit difficulty government investment measures overall past seen slow
The difficulty for the government is how to slow investment and credit without checking overall growth. Over the past two years we have seen the government take measures that have sometimes been ineffective or that have had to be reversed after a brief period.
directly faith guarantee higher low people products shipped value
People have more faith in Hong Kong's logistics. Low value products are shipped directly out of Shenzhen to the world, higher value products come out through Hong Kong. It's the guarantee of safety.
economy exports good major net seems
It seems the economy is still in pretty good shape. Net exports are still a major contributor.
continue deflation discussion ease environment food forward inflation largely low maybe pressure seeing
We're seeing inflationary pressure continue to ease in China, largely on the back of food prices, and I think the discussion going forward is that we would see a low inflation environment and maybe a hint of deflation as well.
buy companies diesel generators official stop using
What we could see would be companies that stop using their own diesel generators and buy from official suppliers.