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Fast Comment China

Fast Comment China — Industrial sector doing fine, but data mixed

  1. Industrial production growth jumped
  2. Overall growth set to slow

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk

Fast Comment China — Stable PMIs reassuring as New Year distortion subsides

  1. Both manufacturing PMIs were stable in April
  2. New Year distortion no longer in play
  3. Overall growth set to slow ahead

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk

Fast Comment China — GDP growth stays remarkably stable

  1. Official GDP growth within a narrow range
  2. China had a strong start to the year
  3. We see growth slowing gradually

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk

Fast Comment China — Markit PMI declined unexpectedly

  1. Official PMI jumped, but likely a rebound from New Year's distortion
  2. We see growth slowing gradually

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk

Fast Comment China — Strong start to 2018

  1. Economic activity was stronger than expected in January-February
  2. Data combined to avoid New Year distortion
  3. We expect growth to slow gradually

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk

Fast Comment China — PMIs signal slightly slower growth

  1. The two manufacturing PMIs point in different directions
  2. We see growth slowing gradually

Bjarke Roed-Frederiksen, Senior Economist | bjro03@handelsbanken.dk