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Consumer

A collection of 7 posts

DeepDive: Data Dump June 2024

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DeepDive: Data Dump June 2024

In this Data Dump, we delve into China’s latest macro-economic data, with a special focus on the consumer and the housing market. While home sales jumped in the second half of June, we think this should be taken with a pinch of salt for now, as much of the

QuickScan: Exports Up, Trade Relations Down

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QuickScan: Exports Up, Trade Relations Down

Exports have provided a helping hand to the Chinese economy amid sluggish domestic demand this year, in line with our assumption going into the year (see QuickScan: Can the External Macro Environment Prove to Be a Boon?). Shipments will likely remain robust in the coming months, with recent signs of

QuickScan: Data Dump July 2023

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QuickScan: Data Dump July 2023

We take a look at recent economic data, the housing market and household sentiment. We remain cautious since we believe there are still too many drags on sentiment.

QuickScan: Nascent Housing Recovery

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QuickScan: Nascent Housing Recovery

In this QuickScan, we provide an overview of China’s nascent housing market recovery in recent weeks.

DeepDive: Focus on Demand and Consumption at Decade High

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DeepDive: Focus on Demand and Consumption at Decade High

Our latest DeepDive delves into language on stimulating consumption and demand in State Council, PBoC, Politburo and CEWC readouts from 2012 to 2023. The findings overall indicate that the focus on boosting demand has never been as strong in the past decade as it is now. We also look at

DeepDive: Household Deposits, WMPs and Home Sales

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Consumer Featured

DeepDive: Household Deposits, WMPs and Home Sales

Since our last DeepDive in late December, Chinese officials have announced further steps to stimulate the economy this year. In this DeepDive, we take a look at household deposits and how they are related to home sales and the performance of wealth management products (WMPs). We also provide an updated

QuickScan: Covid rhetoric and consumer sentiment in China

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QuickScan: Covid rhetoric and consumer sentiment in China