Capital Economics - ¿­Í¶ºê¹Û

China Activity Monitor

Monthly assessment of key trends in China’s real economy.

Sample - Growth holds up in face of headwinds

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Articles
Q1 weak, but better in MarchEconomy not recovering yetProperty crumbling, but strength elsewhereActivity continues to slowGrowth slowingGrowth holds up in face of headwindsGrowth stabilisingSigns of summer growth revivalGrowth bottoming outGrowth bottoming out
Economy still slowingGradual slowdown, not hard landingGrowth stabilisingActivity growth levelling outEarly signs of activity slowdownGrowth accelerating at end of yearRebound continuesConstruction supporting economic reboundReal estate supporting summer reboundHeavy industry leading slowdown
On course for a soft landingOverheating concerns still misplacedNo sign of overheating in activity dataActivity slowdown argues against rapid tighteningIs China’s growth already fading?Construction leading the chargeService sector activity picking up