China economic focus May 2022: a downside scenario
*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
- Highlights
- Weak consumer confidence leads to economic downturn
- Restricted transportation brings additional pressure on industrial production
- Will investment become the saving grace?
- Property boom under relaxed housing policy?
- Appendix
Tables and charts
This report includes the following images and tables:
- Quarterly GDP growth for base case and downside scenarios
- Recovery of retail sales could be slower than in 2020
- The impact on transportation lasts longer than the outbreaks
- Industrial production growth will remain suboptimal under downside scenario
- Wood Mackenzie’s proprietary China data
- Manufacturing PMI
- Trade
- Property
- Money supply (M2)
- IP and retail sales
- Inflation
- Investment
- 1 more item(s)...
What's included
This report contains:
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