China's consumer rebound: What's really driving the new trends?

China's consumer rebound: What's really driving the new trends?

Published: March 27, 2026

Duration: 54:55

China's consumer spending has shown a noticeable rebound in the first two months of the year. What are the key drivers? Though the performance beat expectations, it remains the weakest start to a year since 2000, excluding the pandemic slump. How much of a concern is this against the backdrop of still-fragile consumer confidence and broader economic headwinds? And as the rise of the "emotional economy" comes into focus, what should policymakers, investors and businesses do to adapt to these new trends? Host Tu Yun joins John Gong, Professor of Economics, University of International Business and Economics, Subramania Bhatt, the Founder...