Logo 15 Mar 2023

Deep Dive | The consumption resumption: Beijing’s three-prong strategy for putting consumption at the center of growth

Subscribe to keep reading.

Trivium Markets keeps you briefed on the latest developments in China markets policy.

Try it free

Already a subscriber? Log in.

Analysts have been trying to understand why Beijing’s outlook is so conservative since it set the 2023 GDP growth target at “around 5%” – below last year’s target of around 5.5% and at the lower end of what was generally expected.
We believe it’s because China’s authorities are trying to do som...



More recent developments

Logo May 10, 2025
“Patience” is the watchword | The weekly recap

China’s economic authorities finally began rolling out support measures this week – after hinting they would do so for months. Specifically, following a meeting on Wednesday, monetary and financial officials unveiled a spate of policy boosters. The headline moves included:… Read More »

Logo May 4, 2025
Does Beijing have Trump’s number? – the weekly recap

Never take a vacation during a trade war. That’s the lesson I learned this week after coming back from a wonderful two weeks off of work. The time away was great, but the world moves on while you’re unplugged. The… Read More »

Logo April 23, 2025
Property roundup: Can 2025 be the year of property buybacks?

To view the roundup as a pdf, click here. The rundown Recent property sales and price data point to a gradual firming of homebuyer sentiment, but the property sector’s broader troubles remain far from resolved. In our previous roundup, we… Read More »