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Macroeconomics, risk and global trends reports
China economic focus August 2023: policy flop fails property market
China's property market has been in recession since late 2021 but supportive measures so far have failed to revive it. Home buyers lack confidence ...
China economic focus January 2023: reopening and recovery
We expect China’s GDP to grow by 5.5% in 2023, supported by an earlier-than-expected reopening. Consumption will be the first to rebound, followed ...
China economic focus July 2022: how will China finance its recovery?
China’s GDP growth slowed to 0.4% year-on-year in the second quarter. With large-scale lockdowns coming to an end in June and China relaxing its tr...
China economic focus June 2022: will power shortage come again?
China is recovering from the Omicron lockdowns that occurred between March and May. Avoiding power cuts in this round of recovery has become the pr...
China economic focus June 2023: local government debt at risk
China’s public debt level is at an alarming stage, with total government debt reaching 96% in 2022. The risks of a debt crisis vary across province...
China economic focus March 2022: is the 5.5% GDP growth target achievable?
The Chinese government has set the country’s GDP growth target for 2022 at around 5.5%. The target surprised the market on the upside, and is also ...
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