Macro Research Report
The Great Balancing Act of China: Shifting Economic Perspectives Ahead
Summary
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.
Authors
- Giovanni BiasiucciHead of Macro Research
- Siddhanth Narayana AchantaMacro Research Analyst
- Matias BonfantiMacro Research Analyst
- Khai Mai CaoMacro Research Analyst
- Diego La FontaineMacro Research Analyst
- Alessandro PaganMacro Research Analyst
- Simone Vittorio PercocoMacro Research Analyst
- Niccolò RotondiMacro Research Analyst
- Giuseppe SpinaMacro Research Analyst
- Jack ThompsonMacro Research Analyst
Details
- Published
- 14 November 2024
- Division
- Macro Research
- Type
- Macro Research Report
- Pages
- 11
- Authors
- 10
Cite this report
Minerva Investment Management Society (2024). The Great Balancing Act of China: Shifting Economic Perspectives Ahead. Macro Research. https://minervaims.org/archive/the-great-balancing-act-of-china-shifting-economic-perspectives-ahead-2024
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