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7th Mar 2024 20:54China+, Weekly Monitor

  • The Two Sessions confirm China will mainly rely on fiscal policy to support growth this year.
  • We estimate the impact of additional fiscal support at 1.5% of GDP, partly offsetting the property drag.
  • Regions are rolling out “ future industry” plans, anticipating the next generation of high-tech sectors.

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Keywords for: 11 March 2024 China+ Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence