Assessing China's Economic Recovery from COVID and Macro Outlook

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Assessing China's Economic Recovery from COVID and Macro Outlook

Key risk areas: real estate, debt load, RMB value, and household income

New “Dual Circulation” directions: key questions

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What are the key drivers and dynamics of China’s economic recovery from the COVID pandemic and key economic issues looking forward?

Recovery drivers and trends: investment, consumption, and trade
Strengths and weaknesses: surprises, key unknowns, and worrisome imbalances
Policy actions and expectations – monetary and fiscal
Key risk areas: real estate, debt load, RMB value, and household income
New “Dual Circulation” directions: key questions

Assessing China's Economic Recovery from COVID and Macro Outlook

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