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Results: listing 7 - 12 of 167 for “China”

Macro Comment China — Stimuli not enough to avoid further slowdown

Economic growth in China is slowing due to trade war fears and previous deleveraging efforts. Stimuli have been announced and more are likely to come. These measures will mitigate but not avoid the growth slow-down, as it is now more difficult than it was previously to stimulate the economy.

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

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

Macro Comment China — No more CNY weakening expected

Following a marked CNY weakening over the summer, we do not expect much more weakening before re-newed strengthening sets in. Currency depreciation is not China's preferred weapon in the trade war, and we see signals that the authorities, if anything, are working for a stronger rather than weaker CNY. 

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