China Economic Outlook A year of two halves China’s economy will continue to beat most expectations in the near term, as households spend more freely. But momentum will soften during the second half of the year as props from stimulus and... 21st January 2021 · 22 mins read
China Economic Outlook Recovery broadening out China has become the first major economy to return to its pre-virus growth path, thanks to its rapid containment of COVID-19 and effective stimulus response. The rebound initially leaned heavily on... 12th October 2020 · 2 mins read
China Economic Outlook COVID-19 hit to fully reverse by year-end China’s success in containing COVID-19 and the short duration of its lockdown have enabled its economy to rebound rapidly. With policy support set to remain strong, China is on course to return to its... 29th July 2020 · 1 min read
China Economic Outlook Past the worst but recovery to underwhelm After the deepest downturn since the Cultural Revolution in Q1, China’s economy will return to growth this quarter. But with labour market strains holding back domestic demand and external headwinds... 15th April 2020 · 17 mins read
China Economic Outlook Further slowdown in 2020 with coronavirus a new threat Cooling property construction is likely to weigh on economic activity in the coming quarters. But with external demand starting to stabilise, the slowdown should be gradual, as long as the coronavirus... 23rd January 2020 · 27 mins read
China Economic Outlook Slowdown delayed not averted China’s economy has remained resilient in recent months. But with the boom in property construction on borrowed time and headwinds from higher food inflation and cooling global demand likely to... 10th October 2019 · 27 mins read
China Economic Outlook Slowdown set to resume China’s economy has stabilised in recent months thanks to surprisingly resilient property construction. But real estate developers will probably scale back the pace of new projects before long. And... 22nd July 2019 · 29 mins read
China Economic Outlook Policy restraint to limit scale of rebound We expect stimulus to shore up growth in the next few months. But with the scale of policy support smaller than in previous downturns, the sharp economic rebound that some are expecting is unlikely. 12th April 2019 · 1 min read
China Economic Outlook Stimulus won’t prevent further economic slowdown Officials have stepped up policy support in response to faltering domestic momentum. But with credit now growing at the weakest pace in more than a decade, the economy will not stabilise until at... 18th January 2019 · 1 min read
China Economic Outlook Growth to slow further despite policy easing Policymakers have responded to growing signs of weakness in China’s domestic economy by ramping up policy support. But with momentum still slowing and trade tensions escalating, growth will not... 10th October 2018 · 1 min read
China Economic Outlook Domestic headwinds building Sentiment about China’s economic prospects has worsened recently as trade tensions have escalated. The tariffs announced so far won’t have a big impact though. Instead, we expect economic growth to... 10th July 2018 · 1 min read
