Our China Chart Pack has been updated with the latest data and our analysis of recent developments.
China’s economy has regained some momentum in recent quarters and should continue to do relatively well in the near-term. Consumers remain cautious, and a slew of policy measures aimed at supporting the ailing property sector has done little to boost new home sales. But the country is rapidly gaining global export market share, a trend that will require much larger tariffs than those announced so far to derail. Meanwhile, a ramp up in government borrowing should support domestic demand, at least in the short run.
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