RaboResearch - Economisch Onderzoek

Economisch commentaar

Derde Plenum in China maakt verwachtingen niet waar

Er is tijdens het derde plenum brede politieke steun verkregen voor het doorzetten met de nodige hervormingen. Een einddoel is geformuleerd, maar het is helaas niet duidelijk geworden hoe China dat precies gaat bereiken.

Landenrapport

Country Report China (Engelstalig)

Growth in China is rebounding but, unfortunately, still driven by investment growth on the back of government stimulus and credit growth. The government thus still prioritizes on short-term growth, which makes implementing reforms a difficult task.

Economisch commentaar

China: Growth slows in first quarter (Engelstalig)

China´s economic growth slowed in the first quarter of 2013, against expectations. Chinese authorities don’t seem too concerned (yet) and take a cautious approach regarding further growth supporting policies. China´s growth estimate for 2013 is lowered to 7.5%-8%.

Landenrapport

Country Report China (Engelstalig)

Economic growth in China unexpectedly slowed in 1Q2013. This slowdown, however, is not unwelcome at this moment and the government is thus not concerned. The ongoing credit growth is a concern, however, as this increases risks to the banking sector.