2014: Political imperatives make mini ‘stop-go cycles’ the new norm for China

We said:

The Chinese government has strengthened its “mini-stimulus” measures since May and as a result GDP growth has picked up. Economic indicators show signs of stabilizing, but this is unlikely to continue beyond Q4/14. We do not believe that the economy is back on a firm footing. These mini-cycles seem to be the “new norm”, especially given that the present government has a higher tolerance threshold for lower growth than did its predecessor. (China 04 August 2014)

Outcome:

Mini-cycles persist for the next 3 years with the govenment providiing monetary and fiscal stimulus to keep growth up. 

Economics

02 Feb 2005
01 Sep 2004
12 Aug 2004
05 May 2004
20 Jul 2000
01 Apr 1999
06 Jan 1999
01 Sep 1997
06 Jun 1995
10 Feb 1994
10 Mar 1993
06 Feb 1992
10 Dec 1991
03 Jan 1990

Politics

Markets

15 Apr 2016
16 Oct 2015
25 Nov 2013
20 Dec 2012
20 May 2004
03 Jul 2001
VIDEO

Video

View our summary videos on fast trending topics. To listen to a recording of our Conference Calls, please get in touch with zdl@tslombard.com

READ MORE
TRACK RECORD

Track Record

We have a 29 year track record of successful calls. Many of these calls combined economic, political and market analysis.

READ MORE
PRESS

Press

To request an interview with a member of our team, please get in touch zdl@tslombard.com .

READ MORE

Menu

Client Login


Don't have an account? CREATE YOUR ACCOUNT
READ MEET TALK