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China economic focus April 2023: a lacklustre recovery for industry
The industry sector and related commodity demand had a weak Q1 despite solid GDP growth. A strong industrial production rebound could be delayed to...
China economic focus August 2022: property recession
China’s property market is in recession and could potentially develop into a systematic financial and economic crisis. However, we expect a managed...
China economic focus January 2024: sectors to watch
China’s GDP is expected to grow by 4.6% in 2024. The real estate infrastructure and auto sectors are going to be pivotal to growth this year. The s...
China economic focus July 2021: slowing growth ahead
China’s economy will slow from the second half of 2021. Slower export growth, rising commodity prices, lacklustre infrastructure investment and exp...
China economic focus March 2023: time for changes
The new government in China needs to issue new policies to accelerate economic recovery. However, the lower-than-expected 5% GDP target signals tha...
China Economic Focus November 2023: China, energy transition and deglobalisation
The recent meeting between Xi and Biden offers limited upside for China’s challenging position in deglobalisation. China needs to nurture the marke...
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