Capital Economics China

China's demographic crisis in a chart. Leaked official estimates project 2023 births at less than half those recorded just 7 years ago. If confirmed, that would sink UN projections updated only last year and point to the population shrinking even faster. shorturl.at/oqFG7

Turkey needs a significant adjustment in the lira - opinion column from @peach_liam of @CapEconEmerging ft.com/content/3d85c9…

In our latest weekly podcast episode, Mark Williams, our Chief Asia Economist, revisits our 2018 2% China growth call and explains why a sharp and sustained slowdown won’t be a catalyst for reform. Listen here: shorturl.at/sFT58 #China

@dsmitheconomics Congratulations to our UK economics team, led by @paulmdales Paul Dales, Chief UK Economist, and Deputy Chief UK Economist Ruth Gregory, for winning the award the Sunday Times UK Economic Forecaster of the Year!

China population: raising retirement ages won’t ‘make a big difference’ in workforce size amid demographic crises #Echobox=1674739372" target="_blank" rel="nofollow noopener">scmp.com/economy/econom…

The latest episode of our Weekly Briefing podcast explains what to expect as #China moves out of zero-COVID restrictions and tackles the question of the “petroyuan” and its ability to topple the US dollar. Listen now: bit.ly/3QpF8Rw #ZeroCovid

Our forecasts illustrate that #China’s economy won’t increase steadily relative to the #US over time. Read our report to find out why the consensus is wrong about which economy will be number one by 2050. bit.ly/3iUKEiu

“Xi was dominant before; he is even more dominant now,” said Mark Williams, chief Asia economist at Capital Economics on.wsj.com/3SsCN82

“It’s not about competence, or a diversity of views, it’s about Xi getting more of what he wants, faster” wsj.com/articles/china… 2

6/Already several years ago, @CapEconChina chief Asia economist Mark Williams was saying China likely would never become number one, naming falling productivity as well as China’s shrinking workforce as obstacles. dexter.substack.com/p/trade-war-c5…

“Export volumes fell by the most since March, in a sign that slowing global growth and the normalisation of consumption patterns is starting to weigh on demand for Chinese goods,” said Sheana Yue, China economist at @CapEconChina

China's falling marriage rates are leading to a structural decline in housing demand: Economist. Julian Evans-Pritchard of Capital Economics says the problems in the country's property sector are not just cyclical in nature and its "structural drags" w postly.app/17i5

#China may eventually decide to blockade #Taiwan to force a surrender without a fight. Blocking fuel supplies would cripple industry and lead to huge global economic disruption. Read our special report for an overview of different scenarios. bddy.me/3pOo6jG

“China’s post-omicron rebound has fizzled out and the prospects for near-term growth are poor. Virus outbreaks are happening with increasing frequency. The housing market remains in a downward spiral," says @CapEconChina Julian Evans-Pritchard. MORE dexter.substack.com/p/trade-war-e5…

@ByChunHan @RebeccaYFeng @joyuwang @QiLiyan @xinwenfan @ChinaRealTime @BrianSpegele @qianweizhang @flightradar24 @_KarenHao @rachelliang5602 @yoyominnie @learyreports @shashamimi @nataliewsj @Mike_Cherney @timothywmartin @AMSimmons1 @raffaelehuang If China were to impose a blockade on Taiwan, writes Mark Williams of Capital Economics, it could cripple Taiwanese manufacturing by targeting the island’s LNG terminals or by restricting fuel imports. Only 12% of Taiwan’s energy is produced domestically. on.wsj.com/3PYn2oT

Interesting report from ⁦@CapEconChina⁩ on lack of govt support for households. Unemployment support is so limited in China that, at the peak in early 2020 when upwards of 70 million people were out of work, only two million people were claiming it. capitaleconomics.com/clients/public…

Our Q2 China Economic Outlook explains why we expect more limited growth upside as less policy support is planned and exporters face a reversal of fortunes. bddy.me/3MLA1bL #chinaeconomy #chinabusiness

Read our latest Q1 #China Outlook and learn why we think the Chinese economy will be buffeted in the first half of 2022. bddy.me/3KpRFQU #macroeconomics #chinaeconomy

Avd det finns en graf för allt. 21 statsöverhuvuden har besökt vinter-OS och deras länder har en sammanlagd andel av världens BNP på drygt 20% (Från Capital Economics).

What does 2022 hold in store for economies and markets? Find out more bit.ly/3HWAoxt #globaleconomy