Pantheon Macroeconomics

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11th Jan 2023 14:53China+, Weekly Monitor

  • New aggregate financing plummeted in December as China was buffeted by gigantic Covid waves...
  • ...But big cities appear to be past the worst, and many other regions are following close behind...
  • We expect a marked rebirth of credit demand post-Chinese New Year, building in Q2 onwards.

china construction consumption credit credit data currency December deposits domestic demand economy funds gdp gdp growth government governments growth healthcare housing January loan loans lpr m2 m2 growth March pboc private sector property market q2 savings September Yuan

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Keywords for: 12 Jan 2023 China+ Monitor

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