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Fast Comment China

Fast Comment China — No boost to infrastructure yet

  1. Mixed activity data – fixed investment growth still weak
  2. We see growth slowing further

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

Fast Comment China — Mixed PMIs – a sign of stimuli?

  1. Trend is still downwards
  2. The first sign of stimuli kicking in?

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

Fast Comment China — July data more evidence of growth slowing down

  1. Past deleveraging efforts still biting
  2. Stimuli not yet visible in data
  3. Monetary policy now being eased

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

Fast Comment China — Manufacturing PMIs fall another month

  1. Trade tensions starting to bite
  2. Change of economic policy tide

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

Fast Comment China — PMIs confirm China’s slowdown

  1. Both PMIs slightly weaker than expected
  2. More weakness to come

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

Fast Comment China — The slowdown finally sets in

  1. Very weak activity figures in May
  2. Growth slowdown is here
  3. Monetary policy being eased rather than tightened

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