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Fast Comment China

Fast Comment China — An early (stimuli) Christmas gift

  1. China announces further economic stimuli
  2. Should alleviate financial markets’ concerns
  3. Growth target not yet announced

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

Fast Comment China — The economy slows further down

  1. Most activity indicators fell again in November
  2. Fixed investments helped by stimuli
  3. Stimuli not enough to avoid further slowdown

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

Fast Comment China — US-China cease-fire positive for China’s suffering industrial sector

  1. US tariff hike postponed
  2. China’s manufacturing PMIs on a downward trend
  3. Trade war far from over yet

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

Fast Comment China — Signs of stimulus but growth slowdown continues

  1. Infrastructure investments rebounds while households are holding back
  2. Now more difficult to stimulate the economy
  3. Stimuli will mitigate but not avoid the growth slowdown

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

Fast Comment China — Manufacturing confidence plunges again

  1. Trade war hitting confidence
  2. Not enough stimuli to offset negative trade war impact

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

Fast Comment China — Trade war hurting manufacturing confidence

  1. Both manufacturing PMIs dropped in September
  2. Not enough stimuli to offset negative trade war impact

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