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13th Dec 2023 18:53China+Daily Monitor

  • The December Central Economic Work Conference confirmed China’s priority is restructuring.
  • China should turn to fiscal policy to expand domestic demand, but don’t expect mega-stimulus.
  • Regulators are likely to support a broader group of property developers, but no quick fix.

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Keywords for: 14 December 2023 China+ Monitor CEWC's Positive Spin on China's Situation Means No Mega-Stimulus

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