MP Econ Issue 20: China’s First Half Economic Outlook: In this special feature, we are including our 1H2024 Outlook. The PDF report can be downloaded here and will also go live on our website tomorrow. Slower Growth to Drag On in Dragon Year 1H2024 Key Takeaways: In March, Beijing is expected to set a lower growth target of 4.5% for 2024, signaling a more challenging environment and managing expectations around growth.
Feb. 7, 2024, 6:24 p.m.
MP Econ Issue 19: China Economy and Debt: By Damien Ma and Houze Song Like many, we have been grappling with what to make of the Chinese economy’s prospects. It is evident that serious risks have built up, the manifestation of which is already apparent in the property sector. The key question is whether this is another cyclical speed bump—a tempest in a teapot—or the making of a protracted crisis.
Oct. 19, 2023, 3:21 p.m.
MP Econ Issue 18: 3Q2023 Outlook: Chinese Economy Bottoms Out: Download 3Q2023 Outlook Key Takeaways: Quarterly growth will likely bottom out at ~4%, as no “big bang” stimulus is forthcoming. Stimulus measures will take the form of modest fiscal spending to stabilize growth, but are insufficient to the task of supporting the private sector and boosting household consumption.
July 31, 2023, 3:01 p.m.
MP Econ Issue 17: Where’s the Demand for the Chinese Yuan? : Ever since the global financial crisis, prognostications of the demise of the US dollar have come and gone. Now that the idea of a “common BRIC currency” has been floated and countries like Brazil, Saudi Arabia, and Russia are supposedly embracing the Chinese yuan to conduct trade, the drumbeat of de-dollarization has reached another crescendo.
May 25, 2023, 2 p.m.
