Q4 2015 China Macro Data Recap

The note includes a breakdown of the marginal contributions to quarterly GDP growth by sector in real terms, as well as a more detailed look at the threat of debt deflation in China and changes in trade patterns in 2015.  Surprising data points worthy of comment in our view include the disconnect between a rebound in property sales and rising official concern about the sector, as well as the growth in corporate bond issuance despite rising credit risks.

Posted August 1, 2017
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