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2024年3月1日 · 1 Mar 2024. Key takeaways. Travel and services spending reached new highs, but lower per capita spend still reflects weak confidence. Recent measures demonstrate policymakers’ sense of urgency to shore up growth. The post-holiday central and local meetings set a positive tone as policymakers gear up for the annual meetings.
2023年11月30日 · 30 Nov 2023. Key takeaways. Services demand continues to lead China’s economic recovery although headwinds persist in the property sector. Significant progress on decarbonisation has been made but more policy incentives are needed to achieve climate goals. China data review (October 2023) [@source-wind-hsbc]
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China in Focus. Greater Bay Area insight – upgrading the industrial base. China in Focus: Greater Bay Area insight – upgrading the industrial base. 19 Apr 2024. Key takeaways. We think the Greater Bay Area (GBA) stands to benefit from the government’s focus on “new quality productive forces”.
2024年3月20日 · After four consecutive months of contractions, headline CPI returned to positive territory, rising by 0.7% y-o-y in February. Even considering base effects, the jump was larger than expected, pointing to positive momentum in the domestic demand recovery fuelled by strong consumption during the Lunar New Year.
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2024年5月2日 · Inflation has remained stubborn as the headline PCE inflation remained at 0.3% m-o-m while y-o-y headline PCE inflation rose to 2.7% vs. 2.5% in prior month. Core PCE inflation rose 0.3% m-o-m, while February’s and January’s prints were revised higher by 0.01
2024年4月2日 · Thanks to the government’s timely supply-side measures on food and the central bank’s tight monetary stance, we expect full-year headline CPI to slide to 3.6% in 2024, which is within the central bank’s 2-4% target band and a far cry from last year’s
