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 True

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