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From Macquarie Research: China Economics - China in 2014: Déjà vu or a fresh start
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.
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Tom McKay is the Co-Founder and Managing Director of Livewire. Tom's passionate about democratising access to high quality investment ideas and insights, so all investors can make more informed and successful investment decisions.
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