Best viewed on a device with a bigger screen...
We are lowering our Chinese GDP forecast, as the data for April were closer to reality than expected.
Prolonged zero-Covid restrictions risk permanent economic scarring, limiting any rebound.
China’s property sector is a separate—and over- looked—drag on activity, and set to persist.
This publication is only available to China+ (Monitor) subscribers
Pantheon Macroeconomics produce daily publications for U.S., Eurozone, Latin America, UK and Asia, as well as analysis on key data within a few minutes of their release.
credit, financial crisis, fixed asset investment, fixed asset investment growth, gdp growth, global financial crisis, government, government spending, implications, industrial production, labour, local governments, May, mlf, MLF rate, mortgage, October, policymakers, q1, q2, q3, raw materials, retail sales, smes, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence