12 Nov 2021 Halloween is Over, but China will Provide a Late October Scare

Craig Botham12th Nov 2021 00:00China+, Daily Monitor, Asia Key Issues

China's economy likely slowed in October, as energy outages worsened and property stress spread.
We think recent excitement over property sector stimulus is misplaced.
Retail sales should do better than expected, but it won't last.

activity activity data asset banks beijing borrowing china chinese consumer coronavirus debt demand deposits developers dollar easing economy energy factories government governments growth household industrial production infrastructure spending interbank investment it liquidity local government local governments m1 m1 growth market measures mortgage mortgage lending pboc policy prices production refinancing remain retail sales sector spending supply survey

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