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Emerging Markets

Fast Comment China — Activity indicators signal growth slowdown

  1. All three indicators disappointed in August
  2. Infrastructure is dragging down fixed investments
  3. Growth set to slow gradually

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

Fast Comment China — PMIs surprisingly back at strong levels

  1. Both manufacturing PMIs increased unexpectedly
  2. Likely driven by higher commodity prices
  3. Slowdown ahead

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

Fast Comment China — The downward trend for activity growth is back

  1. Gradual growth slowdown continues
  2. Only bright spot in July: Infrastructure investments
  3. We raise our GDP forecast

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

Monthly Macro Update — Recovery phase is about to end

US: 'Goldilocks scenario' will not last long
Eurozone: Approaching balanced growth
UK: Brexit negotiations thrown into chaos
Nordics: Short-term resilience

Ann Öberg, Head of Economic Research | anob04@handelsbanken.se

Fast Comment China — Slowdown continues, but no sign of a collapse

  1. Industrial production and retail sales growth stable in May
  2. Signs of housing market dampening measures kicking in
  3. No dramatic slowdown

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

Fast Comment China — The April decline in manufacturing PMI was not repeated in May

  1. Official PMI points to stability
  2. Growth will slow ahead

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