Strategy Note /
China

China slowing, not stopping: Policy stimulus and equity inflows in 10 charts

  • China deceleration: export demand helping manufacturing but zero-Covid lockdowns, property defaults hurting consumption

  • But this is not a surprise. Indeed, slowdown was less sharp than expected – GDP grew 4% yoy in Q4 versus 3.6% consensus

  • And deceleration is prompting policy stimulus, for which there is plenty of room (real interest rate is still positive)

China slowing, not stopping: Policy stimulus and equity inflows in 10 charts
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
17 January 2022
Published byTellimer Research

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