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Chinese Growth Falls to 1% ... and, Again, Zero Nominal
Chinese growth dropped further to 1.2% y/y in July/August according to our China Activity index, driven by slowing exports, continued weakness in government spending, a downturn in domestic investment momentum ... and of course a massive ongoing drag from the property and construction sectors.
Meanwhile, still no sign of policy stimulus spending. There has been an impressive amount of fiscal debt "loading" in the past few quarters, but actual spending and credit activity weakened over the past quarter. Stay tuned.
Chinese Growth Falls to 1% ... and, Again, Zero Nominal (Webcast)
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