From Macquarie Research: China Economics - China in 2014: Déjà vu or a fresh start

Tom McKay

From Macquarie Research: China Economics - China in 2014: Déjà vu or a fresh start? For 2014, we forecast 7.5% GDP growth and 3.5% CPI inflation. The main difference between us and market consensus is our quarterly growth trajectory. Specifically, we envisage a V-shaped path in 2014. The single most important upside risk to our 2014 forecasts is a stronger-than-expected recovery in the advanced economies.


Tom McKay

I'm the Managing Director and Co-Founder of Livewire. I'm passionate about collecting and curating the markets most informed insights every day so that our members can discover new investment ideas. If you would like to get in touch - please use...

Expertise

economy China

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