China Chart Pack (Apr. 25)

US tariffs will start to weigh on China’s export growth soon. Domestic headwinds are also set to persist. A significant loosening of fiscal policy will help support the economy, but it won’t be enough to prevent growth from slowing this year. Given that our China Activity Proxy suggests a weaker than expected start to 2025, we now expect the economy to expand just 3.5% in 2025.

Subscriber content

Read this in full, free

Start a free trial and use one of your 10 free starter credits to unlock this piece.


Free. 10 articles. No card required.
By completing this form you are agreeing to our Terms and Conditions for the provision of a free trial of Capital Economics' services. We take your privacy seriously and will not share your details with others without your consent. By providing your details, including your email address, you are consenting to Capital Economics sending you macroeconomic commentary and analysis. You can unsubscribe at any time. See our Privacy Policy for more information.

Already a client or trialist? Log in to read this.