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

2024-07宏观经济40免费

📄 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: 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
lower TSF growth to 8.5% (vs. 9.5% in 2023).
🏷️ 核心议题: #GDP

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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(部分)

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❓ 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,全文约 40。

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适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了GDP等议题。