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Macroeconomics, risk and global trends reports
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...
China economic focus October 2021: what’s next after power rationing?
Power rationing has impacted China’s economic growth since mid-September. We expect that constraints on power supply to persist before the end of t...
China economic focus October 2023: a low case for 2024
China's GDP growth could slow to 3.9% in 2024, according to our analysis of a low-case scenario. This scenario assumes flat property sales and new ...
China economic focus September 2022: the 20th party congress - prioritising self-reliance and stability
The 20th National Congress of the Communist Party of China (CPC congress) will be held on 16 October. We expect the 20th CPC congress to emphasise ...
China economic focus September 2023: three factors for recovery
We forecast China's GDP growth for 2023 and 2024 to be 5.2% and 4.8%, respectively. It requires a recovery in the property sector, industrial produ...
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