Our China Activity Proxy suggests that growth picked up in September as the drag from summer typhoons eased. But growth remains weak by recent standards and increasingly reliant on external demand. Stronger fiscal support should boost activity over the final months of the year, though it won’t do much to address the economy’s structural imbalances.
Subscriber content
Read this in full, free
Start a free trial and use one of your 10 free starter credits to unlock this piece.
