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Macroeconomics, risk and global trends reports
China economic focus August 2022: property recession
China’s property market is in recession and could potentially develop into a systematic financial and economic crisis. However, we expect a managed...
China economic focus August 2024: countering declining population
In the August China economic focus, we discuss China’s declining population and the government’s efforts to limit its impact on economic growth. Sl...
China economic focus January 2024: sectors to watch
China’s GDP is expected to grow by 4.6% in 2024. The real estate infrastructure and auto sectors are going to be pivotal to growth this year. The s...
China economic focus July 2021: slowing growth ahead
China’s economy will slow from the second half of 2021. Slower export growth, rising commodity prices, lacklustre infrastructure investment and exp...
China economic focus March 2023: time for changes
The new government in China needs to issue new policies to accelerate economic recovery. However, the lower-than-expected 5% GDP target signals tha...
China Economic Focus November 2023: China, energy transition and deglobalisation
The recent meeting between Xi and Biden offers limited upside for China’s challenging position in deglobalisation. China needs to nurture the marke...
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