Macro Insights Weekly - A health-check on China

19 February 2024


  • China’s economy has progressively slowed lately, with mounting imbalances and associated vulnerabilities. For the worst to be over, consumption and business sentiment need substantial support.
  • Regulatory, governance, and pandemic-related crackdowns have been damaging to sentiments.
  • The authorities have taken a slew of measures to support the property sector.
  • Resolving further exacerbation of property sector is priority number one.
  • Headwinds, like external demand and geopolitics, are not resolvable domestically. 
  • China has plenty of savings and buffers; time to put them to use.