Tag: Lunar New Year

China: Population Decline = Growth Headwind

22 January 2023 In addition, China's shrinking population will continue to shape both the nation's long-term economic strategy, and the government's short-term policy focus. In particular, with inflation low, monetary and fiscal policy will need to remain stimulative. However, government spending priorities will need to be altered dramatically. This shift will not only support China's [...]

China: Tiger Needs a Red Packet

6 February 2022 During the past two Covid-strickened years, China's economic growth has outperformed global activity. Indeed, while output in developed nations contracted nearly 5% in 2020, the Chinese economy actually gained 2%. Likewise, China's 8% recovery in 2021 outpaced the 5% rebound in the world's richer countries. Behind the headlines, however, the news has [...]