JPMorgan Econ FI-China A strong start to achieve a challenging task-107375282
2024-04宏观经济32免费
报告维度
- 📄 文件全名
- 《JPMorgan Econ FI-China A strong start to achieve a challenging task-107375282.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- ➢ China’s 2024 outlook: “around 5%” growth target is challenging but achievable
- ➢ Our growth forecast in 2024 is 5.2%, with a strong start (6.6%q/q saar in 1Q) then moderating to trend growth
- (4.3%q/q saar in 2H)
- ➢ Rotation of growth drivers: 3.3%pts from consumption, 2%pts from investment and 0% from net exports (vs.
- 4.3 / 1.5 / -0.6% in 2023)
- 🏷️ 核心议题
- #GDP