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China: Easing Underway…but Will It Move the Needle on Where It Counts?

Macroeconomics
192 Views, 17 Jan 2022 23:15
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EXECUTIVE SUMMARY
  • Looking beyond today’s better-than-expected GDP data, China’s economy is facing swelling headwinds.
  • Consumer spending is weak, the property sector shakeout persists, and covid-related restrictions are beginning to cause supply chain problems.
  • More stimulus will be needed, today’s tepid monetary easing and other measures taken so far will not suffice.
detail (5-minute read)
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Nigel Chiang
Economist
Centennial Asia Advisors
Multi-AssetMacroeconomicsThematic (Sector/Industry)

Centennial Asia Advisors deliver timely and accurate economic and political analysis to investors, focused on anticipati... 

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