Our latest quarterly China Economic Outlook explores the sustainability of the economic recovery in the face of structural headwinds.
Download the key takeaways from our client report to learn about the most important issues facing China’s outlook, including:
- Why signs of a near-term recovery won't prove sustainable as the ongoing adjustment in the property sector takes its toll;
- What our proprietary China Activity Proxy says about where growth is heading, and which sectors are driving it;
- The roles that monetary and fiscal policy are set to play in supporting a near-term recovery, and why their effectiveness will be limited.
While China’s growth has disappointed this year, there isn’t much evidence of substantial slack in the economy that forceful stimulus could address. Instead, it seems that China’s sustainable growth rate has slowed.
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About our China economy coverage
Our team of locally based experts is able to rapidly respond to developments whenever they occur. In addition to our standard suite of analytical publications, the China Economics service includes our proprietary China Activity Proxy, a set of indicators designed to more accurately capture China's underlying economic growth trend.
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The accuracy of our analysis and forecasting is reflected in the many awards we win each year from across the industry.
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