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十一月有关支持房地产的政策传闻接踵而来，其中包括PSL（抵押补充贷款）以及50家“房企白名单”等政策。落实该等政策的可能性有多大？疲软的房地产行业又是否能因此脱困？近期有关消费的行业数据好坏参半，手机销售触底反弹，“双十一”销售亦略微增长。然而三季度餐饮的业绩偏弱，运动服饰行业亦非特别理想。中国消费行业的现状究竟如何？美元在前一两周快速贬值，而美元兑人民币的汇率在短时间内已经回到7.1。按照人民币实际有效汇率已经触及周期性低点的预测，短期内人民币又是否能继续对美金走强？本期播客瑞士宝盛香港研究部主管邓启志先生将联同思睿集团合伙人及首席经济学家洪灏先生探讨这几个重要问题。
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