Consumer & Retail

Hot Seat with James Rossiter | Biggest Global Factor Impacting Chinese Consumers

Jun. 29, 2026 - 1 minutes 46 seconds

What is the biggest global factor that could impact the Chinese consumer?

The Chinese consumer market remains under pressure as falling property prices weaken household confidence and constrain spending. In this unscripted interview, hear how a major shift in government policy toward manufacturing, exports and AI is affecting the consumer outlook. Drawing on a 2,000-person survey and broader economic data, the discussion examines household savings, retail sales and the property downturn—and why a meaningful recovery in spending may remain difficult while real estate values continue to decline.

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James Rossiter
James Rossiter
Head of Global Economics, TD Securities

Biography

James provides research and analysis covering global macroeconomic trends with a focus on G10 central banks, economic data forecasting and geopolitical risks. James ties together short-term macro dynamics with market moves while maintaining cohesive long-term views across countries and asset classes. James joined TD Securities in 2015.