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基軸マクロ Special Report

China’s Infrastructure Investment: A Growth Deceleration Ahead

公開日

China’s infrastructure investment growth rate will likely slow from its current nominal 14% to 4-6% in 2023H1, on a year-over-year basis. Funding constraints and a shrinking pool of good projects will cap the upside in China’s overall infrastructure fixed-asset investment (FAI) in the next six months.

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