china economy

China: Growth Gained Momentum In August

China’s economic activity in August exceeded expectations, with industrial production accelerating at the strongest pace in eight months and retail sales growing for the first time this year. The activity data shows that the recovery is becoming more balanced and broad-based as private sector demand is gaining momentum.


The Unintended Economic Impacts Of China’s Belt And Road Initiative

Daniel Wagner | China’s footprint in global foreign direct investment has increased notably since the launch of the Belt and Road Initiative (BRI) in 2013. That served to bring Chinese overseas FDI closer to a level that one would expect, based on the country’s weight in the global economy. However, China actually invested more in countries outside the BRI during the period, given that Chinese investment in developed countries tends to have larger market values, particularly for mergers and acquisitions.


China’s Tourism Sector Faces its first test as population start to travel again

Fidelity | Over 100 million travellers hit the Chinese roads during the five-day May Day holiday, the first major test for domestic tourism demand since the Covid-19 containment measures began to be lifted. International travel remains out of the question, but clear signs of a gradual recovery in Chinese domestic tourism could give other countries a boost in confidence as they look to the future.


Among The World’s Largest Economies, China’s Will Be The Least Affected One By Coronavirus

Mark Shirreff Matthews (Head Research Asia, Julius Baer)| We remain Overweight on China. Of the major world economies, it will be the least impacted by the coronavirus. It is impacted nonetheless, but China’s economies of scale, and financial and technological resources, mean it can develop “new infrastructure” even more than it had previously planned to. Our recommendation for long-term investors is to be positioned in that space, and all its ancillaries, while in the short-term, “old infrastructure” (like cement and construction equipment) will also receive a boost.


China’s Recipes For Its Most Difficult Year: Margin And Economic Policies

CaixaBank Research | China is responding with economic policy space to deal with the coronavirus. On the one hand, measures will be taken in 1H20 to support the sectors having the greatest difficulties. On the other hand, a significant fiscal stimulus package is expected to provide investment in the 2H20. The set of measures will be beneficial, as they will facilitate a full recovery of China’s economy, although they will also increase the deficit in a country with an already high level of corporate debt (150% of GDP).


How effective is China’s response to the coronavirus outbreak?

How Effective Is China’s Response to the Coronavirus Outbreak?

Compared to the SARS epidemic, it is clear that the way in which China has responded to this virus is a major departure from its posture back in 2003. It is clear that Beijing has learned its lessons. This time, the Chinese government informed the World Health Organization on December 31 about the new virus which had been identified on December 26. With the SARS crisis, they did not report the virus to the WHO until four months after the first case was detected.


Fears of a slowdown more pronounced

Fears of a slowdown more pronounced

Investment Desk, Bank Degroof Petercam │ Fears of a slowdown are more pronounced. We are seeing a slight reduction in trade tensions since President Trump announced a partial delay in the imposition of new tariffs on Chinese products. The tariffs on approximately half of the 300,000 goods subject to the measures will be introduced from 15 December instead of September.




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Consumers Unlikely to Rescue China’s Sputtering Economy

Huang Zhilong via Caixin | Chinese policymakers have turned to domestic consumption as a new force to drive economic growth, as debt-heavy businesses and local governments face growing pressure to deleverage. But as the nation’s economic expansion and wage growth cool, it will be difficult to encourage ordinary people to increase spending if that means borrowing more.