MACRO PICTURE

A Fragile Future: Medium-Term Challenges to China’s Growth Ambitions

By Nato Balavadze

19 November 2024

In this paper we discuss:

• Recent macroeconomic developments;
• Demographic challenges, overcapacity in many sectors among widespread subsidiesand and real estate deflation;
• China's insufficient welfare to stimulate demand;
• The return of export-led growth model;
• The ongoing Japanization of China; and
• China’s recent stimulus measures and their market impact.

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Download PDF:China - China November 2024

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