Global Macro Research
Macro BytesHas 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
Chief Economist
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.