行业研究报告

JPMorgan Econ FI-China’s Economic Outlook in 2H24 Back to trend growth-108850443

2024-07宏观经济40 页

China’s Economic Outlook in 2H24: Back to trend growth Chief China Economist haibin.zhu@jpmorgan.com

报告摘要

China’s Economic Outlook in 2H24: Back to trend growth Chief China Economist haibin.zhu@jpmorgan.com

核心要点

  1. 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

报告信息

文件全名
《JPMorgan Econ FI-China’s Economic Outlook in 2H24 Back to trend growth-108850443.pdf》
适合读者
投资人行业研究员
核心数据
  1. expected at 5.3%oya (7.4%q/q saar), though the growth momentum softened in 2Q (JPM forecast: 3.5%q/q saar).
  2. Withdrawal of policy support in April but a quick adjustment. April credit growth hit a new record low at 8.3%oya,
  3. Our full-year growth forecast is 5.2%, assuming the economy will return to trend growth in 2H at 4.5%q/q saar. We
  4. lower TSF growth to 8.5% (vs. 9.5% in 2023).
核心议题
GDP

常见问题

《JPMorgan Econ FI-China’s Economic Outlook in 2H24 Back to trend growth-108850443》主要包含哪些内容?

China’s Economic Outlook in 2H24: Back to trend growth Chief China Economist haibin.zhu@jpmorgan.com核心数据:expected at 5.3%oya (7.4%q/q saar), though the growth momentum softened in 2Q (JPM forecast: 3.5%q/q saar).;Withdrawal of policy support in April but a quick adjustment. April credit growth hit a new record low at 8.3%oya,;Our full-year growth forecast is 5.2%, assuming the economy will return to trend growth in 2H at 4.5%q/q saar. We。

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覆盖 2024 年,全文共 40 页。

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适合投资人、行业研究员等读者参考。

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重点分析了GDP等议题。

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