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...
To read this note as a PDF click here. Exec sum Real GDP grew 5.3% y/y in Q1 2024, driven by investment and industrial growth, which was concentrated in high-tech, high-value-added areas of the economy. While real growth was strong, GDP… Read More »
The most important upcoming developments for policy and politics in China over the next month key developments politics Xi Jinping symposium with provincial leaders (coming month) econ and finance Quarterly Politburo meeting on the economy (end-April) foreign affairs Xi Jinping’s… Read More »
To view the roundup as a pdf, click here. The rundown Containing risks in the flagging real estate sector ranks high on Beijing’s 2024 priority list, but policymakers have yet to develop fresh solutions to the sector’s biggest hurdle: The… Read More »
15 Mar 2023