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Global Macro Research

Macro Bytes

Has China fired its stimulus bazooka?

Chinese stimulus has significantly increased, boosting equity markets recently. We discuss China’s economic challenges, risks of ‘Japanification', and whether recent measures mark a policy shift.

Authors

Paul Diggle

Paul Diggle

Chief Economist

Luke Bartholomew

Luke Bartholomew

Deputy Chief Economist

Contributors

Robert Gilhooly

Duration: 22 Mins

Date: Oct 22, 2024

After months of piecemeal economic policy support, Chinese stimulus has stepped up significantly and equity markets have surged higher. Paul Diggle and Luke Bartholomew speak to Robert Gilhooly about the headwinds the Chinese economy has been facing, the risks of China slipping into ‘Japanification’, and whether recent measures represent a turning point in monetary and fiscal policy support.

transcript

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