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Stimulus

A collection of 6 posts

DeepDive: Some Thoughts on the Stimulus Debate

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DeepDive: Some Thoughts on the Stimulus Debate

Our text-based data continue to show that policy will remain accommodative, though likely to a lesser extent than in previous years due to a more cautious tone by policymakers. Stimulus policies continue to focus more on the supply side rather than the demand side, albeit in a more subtle or

DeepDive: Data Dump January 2024

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DeepDive: Data Dump January 2024

China’s macro data remained uninspiring in December. Households maintained pessimistic expectations regarding job prospects and wages, while loan demand continued to be low amid persistently high deposit levels. While corporate loan growth was robust year to date, narrow money supply growth (M1) remained lacklustre. The market appears to be

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.

DeepDive: Politburo Update April 2023

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DeepDive: Politburo Update April 2023

Last Friday, the Politburo came together for its first economic session this year. As part of our regular updates on Politburo gatherings, we compare the meeting to previous ones to identify macro policy shifts and potential risks.

DeepDive: Household Deposits, WMPs and Home Sales

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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

DeepDive: Signs of Stimulus

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Stimulus Featured

DeepDive: Signs of Stimulus

With the abrupt lifting of zero-Covid restrictions in China, focus has now shifted to stimulating the economy. Our quantitative textual analysis in this DeepDive edition, which focuses on Politburo readouts between 2012 and 2022, identifies patterns in relation to fiscal and monetary policy to provide an assessment of where policies