China economic focus October 2023: a low case for 2024
*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
- What factors could drag China off course in 2024?
- Mixed momentum for metals
- Disparate paths for energy markets during the economic slowdown
- Appendix
Tables and charts
This report includes 13 images and tables including:
- Industrial production recovered since June
- GDP growth for 2024: base case vs. low case
- Private investment in energy transition vs. traditional industry, Jan-Sep
- Consumer confidence remains bearish
- 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:
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