RaboResearch - Economic Research

Special

Outlook 2013: China

Weakened external demand and only limited growth supporting policies from the Chinese government were the main factors explaining China's slowing growth rate in the first three quarters of 2012. Growth is expected to accelerate this year and in 2013.

Country Report

China (Country Report)

Economic growth has been slowing in China, to an estimated 7.8% in 2012. In the coming months, a major leadership transition will take place in China. The government's policies are not expected to change.

Economic Comment

China's growth rate slows further

In the third quarter, China's economic growth continued to slow, as had been expected. However, the data also shows some green shoots. We expect that growth will slightly accelerate in the last quarter, implying the growth slowdown has bottomed out.

Economic Update

Economic Update Emerging Markets

This month we witness that concerns on economic growth have triggered interest rate cuts in countries around the globe. China has posted its lowest economic growth in three years.

Economic Update

Economic Update Emerging Markets

This month’s economic data from emerging markets is rather mixed. While first-quarter economic growth in Mexico and the Philippines surprised to the upside, Brazil’s economy continues to slow down. Argentina might soon face challenging times.

Country Report

China (Country update)

Growth in China is slowing in line with a soft landing scenario (around 8.3% in 2012), but the need for structural reforms is insufficiently addressed. Inflation has fallen to around 3.5%.