China economic focus August 2025: navigating a slowdown with policy supports
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive summary
- The expected slowdown has arrived
- The government will use small measures, not big-ticket stimulus
- A more pragmatic 15th Five-Year Plan
- Appendix
Tables and charts
This report includes the following images and tables:
- Retail sales slowed in June and July
- Wood Mackenzie's proprietary China data
- Manufacturing PMI
- Industrial production and retail sales
- Trade
- Inflation
- Property
- Investment
- Money supply (M2)
- Required reserve ratio
What's included
This report contains:
Other reports you may be interested in
China economic focus June 2025: is the 5% growth target within reach?
The Chinese economy will see more headwinds in the second half.
$1,150China economic focus July 2025: is another supply-side reform on the cards?
Chinese industries have excess capacities that are advanced in technology and low in cost.
$1,150Tokyo Metals and Mining Briefing 2025
Ferrous market outlook, energy transition, and trade dynamics—key insights from Wood Mackenzie’s Metals and Mining Tokyo briefing.
$1,050