Economic Analysis - Growth Scenarios: Risks Skewed To The Upside - NOV 2017
Global Macro Monitor September 2017 / China / Economy
Our core view remains for a gradual growth slowdown over the coming quarters as fiscal support wanes, the property market cools, and credit conditions continue to tighten. That said, the ability to...
Economic Analysis - Growth To Give Way Amid Financial Risks Crackdown - JULY 2017
Global Macro Monitor May 2017 / China / Economy
Chinese authorities are stepping up efforts to rein in the economy's reliance on easy credit and financial risks in the housing market and local governments financing vehicles, and we expect invest...
Economic Analysis - Pace Of SOE Reforms To Pick Up Gradually - MAY 2017
Global Macro Monitor March 2017 / China / Economy
SOE reforms are a key feature in the Chinese government's 13th Five-Year Plan, and we are seeing signs of increasing commitment to undertake gradual reforms, which are likely to be positive for the...
Economic Analysis - High Frequency Data Point Towards Continued Slowdown - DEC 2015
Global Macro Monitor October 2015 / China / Economy
Myriad high frequency indicators continue to point towards a slowdown in the Chinese economy, including deepening producer price deflation, weak energy consumption growth, contracting manufacturing...