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Results: listing 25 - 30 of 159 for “China”

Fast Comment China — Party congress in full swing

  1. Long-term growth target not mentioned
  2. SOE reforms among main economic policy priorities
  3. Leadership for the coming five years to be formed

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

Fast Comment China — Growth was still strong in Q3

  1. GDP growth fell only marginally to 6.8 percent in Q3
  2. Monthly indicators improved in September

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

Macro Comment China — China Trip 2017: Healthy growth leaves room to tackle overcapacity

• Our travel notes: we left China more positive than we arrived
• Party congress will consolidate President Xi's power
• Cutbacks in China finally rebalance commodity markets

Martin Jansson, Strategist | nija03@handelsbanken.se

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

Macro Comment China — An expected stronger USD means a weaker CNY vs. USD

We revise our USD/CNY forecast following an unexpected general USD weakening over the summer and an appreciation of the CNY versus the USD. Our underlying view of a stable effective exchange rate is unchanged and we still expect a weakening of the CNY versus the USD in the short term, but a stronger CNY in the long term.

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