China's GDP growth stands at its lowest level since 1990, putting the country's reputation as a pivotal driver of global economic growth in question. But what does China's economic deceleration mean for U.S. stocks? We break it down.
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China's Economy is recovering, but what does it mean for us? 🎯 stocks. The CSI300 equity benchmark reached an 8 month high and is up 5.72% so far this year. This improvement is attributed to government efforts to enhance market liquidity and curb malpractices. 📊 Traditionally, Chinese investors have heavily favored real estate, but the recent turmoil has underscored the risks of such concentrated investments. As a result, there is a growing inclination to diversify into stocks, which may lead to increased activity and stability in the equity markets. We are also seeing base metal prices rising this year. The increase is fueled by anticipated US monetary easing and China’s efforts to support its struggling property sector. 🔍 India benefits from the China +1 strategy and Production Linked Incentive (PLI) schemes, driving export growth and attracting foreign investment. India's competitive production capabilities and large domestic market position it well in global supply chains. 👀 Swipe to look at China’s economy & stock market in depth and how it impacts us as investors in Indian stock markets. 🔥 Comment below: Will China's Economy Beat India's Economy? 👇 Remember: This post is for informational purposes only and should not be considered financial advice.
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While the rest of the large financial markets are currently going through disinflation, China has seen its CPI move into deflation for the first time since COVID. This is witnessed through its drop in pork and livestock meat prices due to oversupply.
China's economy edged back into deflation in October, spurred by falling pork prices and low consumer confidence.
China’s economy falls back into deflation in blow to recovery
ft.com
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While India caught up to the UK and Japan with their share of the Global GDP, its been one of the best performing stock markets in the the last 5 years. China's global GDP share has caught up to EU and is projected to become largest in the word in the coming years, but is it a good time to invest in Chinese equities market?
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𝗖𝗛𝗜𝗡𝗔 𝗶𝘀 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗶𝗻𝗴 𝗱𝗲𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝘁𝗵𝗮𝘁 𝗶𝘀 𝗕𝗔𝗗 𝘛𝘩𝘢𝘵 𝘪𝘴 𝘯𝘰𝘵 𝘵𝘳𝘶𝘦... The consensus thinking of only inflation is good for an economy is a fallacy. An efficient and open economy should actually produce lower prices. A healthy supply of manufactured goods and services paired with a rising demand of consumption can actually keep prices stable and benefit businesses and consumers alike. businesses and manufacturers will gain by a bigger market share and consumers can benefit by having competitive price options. An efficient and open economy is a win-win for all. Furthermore, China has other growth drivers as seen in their GDP breakdown. It would be a mistake for analysts and institutions to obsessively maintain a tunnel vision on China's bottomed out real estate sector. 𝗠𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝟱𝟬 𝗰𝗶𝘁𝗶𝗲𝘀 𝗶𝗻 𝗖𝗵𝗶𝗻𝗮 𝗲𝗮𝘀𝗲 𝗵𝗼𝗺𝗲 𝗽𝘂𝗿𝗰𝗵𝗮𝘀𝗲 𝗰𝘂𝗿𝗯𝘀 𝘁𝗼 𝗯𝗼𝗼𝘀𝘁 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗿𝗲𝗰𝗼𝘃𝗲𝗿𝘆: https://lnkd.in/gRxFkSeh 🔸 The Caixin China General Composite PMI was at 52.8 in April 2024, up slightly from 52.7 in the prior month. It was the highest reading since May 2023, pointing to the sixth straight month of growth in private sector activity, as the manufacturing sector grew the most in 14 months and the services economy expanded for 16th months. 🔸 China's annual inflation rate rose to 0.3% in April 2024, compared with market estimates and March's figure of a 0.1%. It was the third straight month of consumer inflation, amid ongoing recovery in domestic demand despite a fragile economic revival. Non-food inflation accelerated (0.9% vs 0.7% in March), with prices rising further for clothing (1.6% vs 1.6%), housing (0.2% vs 0.2%), health (1.6% vs 1.5%), and education (1.8% vs 1.8%). #China #PMI #Inflation
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China’s economy grew 5.3% in the first quarter, beating expectations China’s economy in the first quarter grew faster than expected, official data released Tuesday by China’s National Bureau of Statistics showed. Gross domestic product in the January to March period grew 5.3% compared to a year ago — faster than the 5.2% expansion in the fourth quarter of 2023 and 4.6% growth expected by economists polled by Reuters. Industrial output for March grew 4.5% year on year, missing expectations of 6%. Retail sales grew 3.1% year on year, lower than expectations of 4.6%. https://lnkd.in/ge5rzkub
China's economy grew 5.3% in the first quarter, beating expectations
cnbc.com
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Sharing our nstant view on China GDP data on Reuters. “GDP data came within market expectations, and December activity indicators were supported by base effect, while consumption remained relatively weak. "I think markets focus more on the property data, and are keen to gauge when the sector will recover. Meanwhile, credit growth was still tepid. "On monetary policy, I think China will take a 'wait-and-see' approach largely due to renewed yuan depreciation pressure. It will wait until the U.S. Federal Reserve offers a clearer monetary easing trajectory." #fx #china #economy https://lnkd.in/gPDWA67g
Instant view: China's GDP expands 5.2% in Q4, misses market forecast
reuters.com
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China's first quarter GDP surprised expectations as it climbed 5.3%, beating out expectations of a 4.6% growth from economists polled by Reuters. But will the rally continue, or will we see a repeat of 2023, where a strong showing at the start of the year eventually fizzled out? Find out on my story on CNBC International! #china #chinaeconomy #realestate https://lnkd.in/gZcHkcCi
China's economy grew 5.3% in the first quarter, beating expectations
cnbc.com
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The economy in China has recuperated due to low interest rates set by China leaders. Yet the US economy has been show a large signs of slowing down and significant impact to the overall society, due to high interest rates 🤔🧐
Emerging-Market Stocks Are Breaking Out, and Could Beat the S&P 500 From Here — Barron's
apple.news
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Senior Finance Manager at Industrial and Commercial Bank of China (ICBC)| Advisory Committee Member | Columnist
China's economy is set to grow 5% this year, after a "strong" first quarter, the International Monetary Fund (IMF) said on Wednesday, upgrading its earlier forecast of 4.6% expansion though it expects slower growth in the years ahead. The IMF said it had revised up both its 2024 and 2025 GDP targets by 0.4 percentage points but warned that growth in China would slow to 3.3% by 2029 due to an ageing population and slower expansion in productivity. China's economy grew at a faster than expected 5.3% pace year-on-year in the first quarter, comfortably above analysts' forecast for a 4.6% gain in a Reuters poll and up from a 5.2% expansion in the previous quarter. A string of recent economic indicators for April including factory output, trade and consumer prices suggest the $18.6 trillion economy has successfully navigated some near-term downside risks, but China observers say the jury is still out on whether the bounce is sustainable. Domestic consumption remains soft and much of that is linked to fragile confidence amid a protracted property sector crisis that is widely seen as the single biggest stumbling block to a full-blown economic recovery. Source: Reuters News Agency #china #beijing #chineseeconomy #trade #growth #development #gdp
IMF upgrades China's GDP growth forecasts but warns of risks ahead
reuters.com
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