MACRO PICTURE

China’s Deceleration: Navigating China’s Economic Crossroads

by Billy Buddell

27 September 2023

In this paper we discuss:

• The structural deceleration of the Chinese economy since the early 2000s;
• How the zero-Covid policy has impacted economic activity and the strength of the subsequent recovery;
• The difficulties of the Chinese real-estate sector;
• The impact of over-indebtedness on Chinese economic activity;
• How it is now harder for the Chinese government to reach the 5% growth target for this year.

Contact us to obtain the password to open the PDF

Download PDF: China's Deceleration - September 2023

Back to Research

Back to Homepage