China’s growth strategy

CHINA ADVISORY - Report 21 Oct 2021 by Andrew Collier

The harsh restrictions on the property sector have thrown in doubt the primary growth engine for the Chinese economy. The Politburo has three choices: reinflate the property market, accept radically lower growth, or switch to a new growth driver. Can China find a new source of economic growth to replace the dominance of the property industry? In this note, we examine the underlying structure of growth over the past decade and look at sector returns to understand Beijing’s options. There are few options apart from the property market.

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