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China Drop-In: Is the Chinese economic recovery already over?

The market optimism which greeted the end of zero-COVID restrictions has quickly given way to gloom after a string of disappointing data releases. Markets are down and speculation is rife that the government will do more to ease policy to give the economy a boost. But how much trouble is China’s cyclical recovery in, and what should investors expect on the policy front?

Our China Economics team held a online briefing shortly after the release of official May investment, retail sales and production data on the Chinese economic outlook. During this 20-minute session, Julian Evans-PritchardMark Williams and Sheana Yue answered client questions and addressed key issues, including:

  • Why we think the recovery has further to run;
  • How much more policy easing to expect this year;
  • Cyclical vs structural – what lies beyond the post-COVID rebound.
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