Business Research & Insights

Robust growth was maintained in Q1, but China faces the storm of US tariffs

China keeps growth target unchanged and rolls out a consumption plan, but will it actually be delivered?

Past the trough

Households continue to recover

Economic planners flag more stimulus in the pipeline, but there may be a wait on the details

In line with our expectations

Fiscal stimulus likely too late to boost 2024 growth, but may add some upside to 2025 forecasts

No signs of change in July as policy emphasises supply, domestic demand is subdued

China’s growth slowed in Q2, with domestic demand remaining constrained and manufacturers relying on exports

How will China respond to the European tariffs on its electric vehicle exports?

Consumption up but growth still slow

Following a slow end to 2023, a slow start to 2024