Report

CHINA: Economy ends 2019 strongly, but property troubles lie ahead

Table of Contents

● Modest and targeted stimulus was effective in 2019, and recent economic data is positive.
● But recent stabilization is likely temporary; weakness could resume late in Q1.
● The housing market is the key variable for growth and stimulus in 2020.
 

China's economy ended 20...

 

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CHINA: Economy ends 2019 strongly, but property troubles lie ahead

● Modest and targeted stimulus was effective in 2019, and recent economic data is positive. ● But recent stabilization is likely temporary; weakness could