The Great Balancing Act of China: Shifting Economic Perspectives Ahead – Macro Research

Our first Macro report of the semester is now available!

The economic challenges facing China reflect the underlying complexity and uncertainty of its economic trajectory.
This report assesses whether China’s macroeconomic model is on the path to a “Japanification” scenario, or if alternative measures such as fiscal stimulus and incentive-driven policies could provide a more effective remedy than traditional monetary policy. We analyze the key challenges of China’s macroeconomy, including deflationary pressures and a consumption deficit, and consider their impact on global markets.