- Analiza
- Novosti i instrumenti
- Vesti sa tržišta
- China to see slow growth in H1 2023, a more pronounced rebound in H2 – Goldman Sachs
China to see slow growth in H1 2023, a more pronounced rebound in H2 – Goldman Sachs
Analysts at Goldman Sachs are out with their outlook on the Chinese economy, expecting weak growth in Q4 2022 and Q1 2023 as the Zero Covid Policy (ZCP) likely stays in place during the winter.
Additional takeaways
“Although the leadership has clearly signaled that it aims to exit ZCP, we do not expect actual reopening to start until April. The basic reason for this is that medical and communication preparations will take time.”
“We look for a meaningful reopening growth boost in H2, which will likely extend into 2024. Our Q3 and Q4 forecasts of 10% and 6% annualized.”
“We expect a continued drag from Covid caution as well as other headwinds, some cyclical and some more structural.”
“On the cyclical side, fiscal policy is set to tighten if the domestic economy rebounds, and China’s pandemic-related export boom should fade as global demand for tech, housing, and Covid-related products slows further.“
“On the structural side, we see the contraction of the property sector and US chip export restrictions as multi-year drags. We estimate that the ongoing slide of the property sector will subtract around -1½pp from growth next year as it continues to delever and face demographic headwinds.”
© 2000-2024. Sva prava zaštićena.
Sajt je vlasništvo kompanije Teletrade D.J. LLC 2351 LLC 2022 (Euro House, Richmond Hill Road, Kingstown, VC0100, St. Vincent and the Grenadines).
Svi podaci koji se nalaze na sajtu ne predstavljaju osnovu za donošenje investicionih odluka, već su informativnog karaktera.
The company does not serve or provide services to customers who are residents of the US, Canada, Iran, The Democratic People's Republic of Korea, Yemen and FATF blacklisted countries.
Izvršenje trgovinskih operacija sa finansijskim instrumentima upotrebom marginalne trgovine pruža velike mogućnosti i omogućava investitorima ostvarivanje visokih prihoda. Međutim, takav vid trgovine povezan je sa potencijalno visokim nivoom rizika od gubitka sredstava. Проведение торговых операций на финанcовых рынках c маржинальными финанcовыми инcтрументами открывает широкие возможноcти, и позволяет инвеcторам, готовым пойти на риcк, получать выcокую прибыль, но при этом неcет в cебе потенциально выcокий уровень риcка получения убытков. Iz tog razloga je pre započinjanja trgovine potrebno odlučiti o izboru odgovarajuće investicione strategije, uzimajući u obzir raspoložive resurse.
Upotreba informacija: U slučaju potpunog ili delimičnog preuzimanja i daljeg korišćenja materijala koji se nalazi na sajtu, potrebno je navesti link odgovarajuće stranice na sajtu kompanije TeleTrade-a kao izvora informacija. Upotreba materijala na internetu mora biti praćena hiper linkom do web stranice teletrade.org. Automatski uvoz materijala i informacija sa stranice je zabranjen.
Ako imate bilo kakvih pitanja, obratite nam se pr@teletrade.global.
Банковни транcфери
