China imbalances to deepen as slowdown continues, weighing on EM in 2024

  • The overhang of the property crisis will continue to drag on China's consumption, investment and growth in 2024

  • A manufacturing investment boom should widen China's trade surplus, hoovering up global demand but reducing inflation

  • Higher export incomes may be recycled, aiding EM funding conditions, eg via the new emergency-loan focused BRI
November 15th, 2023
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