COVID-19 uncertainty continues to cloud China’s economic outlook.
A solid result despite virus disruptions early in the year.
Imports to weigh on growth despite strong consumption.
COVID lockdowns point to weaker growth and greater uncertainty in the near term.
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COVID outbreaks dampened growth in March, and cloud near-term outlook.
COVID and energy prices present sizeable risk to China’s ambitious growth target.
A strong rebound in activity as lockdowns end.
Rebound sets the stage for a strong 2022.
China enters 2022 with relatively weak momentum and considerable uncertainty.
November data show little underlying improvement from October’s weakness.
GDP Q3 2021 – A short and sharp fall, now firmly in the rear view mirror.
Large fall sets up “W-shaped” recovery.
Partials point to a weak start to Q4, with production and retail soft and investment contracting.
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