Takeaways From The CEWC: No Large Stimulus

20 Dec 2023

by Qingyun Xu, Associate Editor

The statement from last week’s Central Economic Work Conference indicates that Chinese authorities are still not considering large-scale stimulus in 2024. Odds are that a full-fledged business cycle recovery in 2024 is unlikely. Chinese share prices remain vulnerable, and strengthening in the RMB will be short-lived.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | China Investment Strategy

Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.