Insight
China’s economy: from quantity to quality
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
China has underperformed its potential in 2023 but beats the government target. The issue is that weak growth in 2023 will not be balanced out. The dragon economy is now highly burdened with challenges. In the short term, the country needs to improve the bearish sentiments of private investors and consumers, and deleverage its construction sector. In the long term, China needs to expedite the transition from a quantity-driven and investment-led economy to a quality-driven and consumption-led economy to achieve our forecast. Along the journey, maintaining its leading position in the energy transition supply chain will be the country's biggest growth opportunity.
Table of contents
- The quantity-driven economy sees many challenges
- Moving towards a quality-driven economy
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
China economic focus May 2026: the Middle East war scenarios
We assess the impact of the energy crisis on China’s economy based on the assumed duration of the Middle East conflict.
$1,150
Insight
LME Asia 2026 – China's "Invoice Economy" and implications for copper
What is the "invoice economy" and what are the implications of the invoice quota crackdown for copper?
$1,050
Insight
Global economic outlook Q1 2026: pushed and pulled
Economic headwinds set to pull global growth lower in 2026
$1,150
