Response to Premier Li: Post COVID Chinese Economy

Founder & Head of Research, Fortress Hill Advisors

Alex Ng

Founder & Head of Research

Fortress Hill Advisors

Founded in Hong Kong in 2019, Fortress Hill Advisor seeks to provide premium economic and financial researches.

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<ul>
<li>The catch-up productivity argument would point towards 4-5% growth in China in the 2025- 2030 period.</li>
<li>We are concerned that the residential property downturn and rewiring of global supply chains will be persistent headwinds for China GDP growth in the coming years.</li>
<li>The switch to state socialism under President Xi means China is unlikely to have as much productivity pick- up as in Japan and South Korea in their earlier development stage.</li>
</ul>


The catch-up productivity argument would point towards 4-5% growth in China in the 2025- 2030 period.
We are concerned that the residential property downturn and rewiring of global supply chains will be persistent headwinds for China GDP growth in the coming years.
The switch to state socialism under President Xi means China is unlikely to have as much productivity pick- up as in Japan and South Korea in their earlier development stage.


China: Five Headwinds To Long Term Growth