Rebecca Choong Wilkins
speaker
209 appearances
2 recordings
1 series
first heard Jun 2026
last heard 30 Jul
Rebecca Choong Wilkins’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.
Appearances
Now, all of that disruption, that oil disruption that you just hinted at, there has actually sort of somewhat helped improve that problem.
But it hasn't actually fixed that underlying issue of consumer confidence.
I mean, just to pick off the back of that comparison that Walter's making there, I think it has been really striking this week in China, just seeing some of those numbers, those retail numbers in particular coming through on the Chinese side.
Consumer spending and investment actually slumping basically to the levels that we haven't seen since the pandemic.
It is such a stark difference when we think about
this sort of ambition and the hope that Chinese policymakers had coming into this year and even last year, that the economy was really going to start bouncing back.
There was a sort of pushback against all those U.S.
tariffs and attempts to sort of alienate them economically.
Export was actually booming in China.
But what the numbers have shown is this sort of real weakness, that even though they've been able to sort of keep those exports relatively strong, keep finding new export markets to send all of these goods,
Actually, domestically at home, things are looking really, really, really tough.
I think the conversation, in some ways, is not that different from the discussions elsewhere in Asia.
Japan is a really good example.
But even to some extent in the U.S., when we talk about the K-shaped economy, essentially what we're seeing is one part, just to be a little bit nerdy as we get to the end of the week, but one chunk of that economy is doing incredibly well.
And there is also these real laggards.
And the bit that's doing well, as it is in the U.S., right, is –
all of this AI-driven wealth, that sort of super cycle, super charge into everything from kind of AI hardware, some certain parts of the sort of soft tech cycles.
And that is really accelerating one whole chunk of the economy.
But I think there is this kind of concern about all the folks who are and all the parts of the economy that are getting left behind.
And I think another sort of really interesting element, we think about sort of sensitivities here.
Showing 101–120 of 209 · page 6 of 11
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