Key policy priorities include promoting a healthier property market and actively addressing local government debt risks — two areas that have weighed heavily on investor sentiment and regional finances in recent quarters. Lan’s comments suggest a renewed focus on internal demand and fiscal flexibility as the country navigates both structural challenges and global economic uncertainty.
Lan’s comments may support near-term sentiment in Chinese equities and risk assets tied to domestic consumption and property. Signals of proactive fiscal policy could ease investor concerns over growth momentum, though lingering uncertainty around local government debt and the property sector may limit upside. The yuan may see modest support if stimulus expectations rise, but sustained gains will likely depend on concrete policy follow-through.
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