China’s consumers need to lift the pace of spending in order for consumption to take the helm in the economy, as investment in industrialisation is reduced, ANZ Bank analysts contend.
AllianceBernstein believes that despite concerns over weak growth and market volatility, China is still a country with tremendous upside potential.
PFP Wealth Management’s Tim Price looks back at history in the context of the Chinese stock market’s bubble and bust.
As Beijing rolls out further stimulus policies, the question is being asked “Has China joined the global QE battle?”
Beijing has announced its intention to make the renminbi a fully convertible currency this year, but analysts believe this is an ambitious target.
The Chinese government would be foolish to think 7% GDP growth is the new floor, or the economic transformation is finished, argues GaveKal’s Andrew Batson.
AllianceBernstein argues structural reforms and targeted stimulus will prevent a hard landing for China’s economy but nonetheless ensure a long landing.
As Chinese property prices continue to decline, much comparison has been made to the Japanese property bust of the 1990s which sent Japan into its lost decade. But is this comparison justified?
Analysts from GavekalDragonomics debate the questions of what is causing China’s property downturn and just how bad can it get.
Most, but not all brokers anticipate a slight moderation in Chinese GDP growth next year as immediate policy tightening and longer term reform measures take effect.