Global Macro Service > Research Briefings > China

Key themes 2022: Easier policy amid weaker growth

China’s economy enters 2022 with weaker growth, due to a property downturn and a zero Covid tolerance approach that has impeded consumption. Just how bad the slowdown will be and how the government will respond remain open questions. Meanwhile, uncertainties abound over the program to reform and open up the economy and decoupling pressures. We see three key themes:

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