Yogthos
@yogthos@social.marxist.network  ·  activity timestamp 3 days ago
But after the Trump-Xi and the fourth plenum, we raised 2026 to 4.8. We raised 2027 real GDP growth to 4.7. So these are large upward revisions, and I was telling clients that this might be the largest upward revisions to China real GDP that I have seen since I came to Hong Kong in 2019. So it is consistent with the strategy, thinking about what the government wants to do and the environment, the rare earths backdrop and the US-China backdrop, which should allow China to continue exports in the next few years. The combination allowed us to raise our GDP forecast significantly.
But after the Trump-Xi and the fourth plenum, we raised 2026 to 4.8. We raised 2027 real GDP growth to 4.7. So these are large upward revisions, and I was telling clients that this might be the largest upward revisions to China real GDP that I have seen since I came to Hong Kong in 2019. So it is consistent with the strategy, thinking about what the government wants to do and the environment, the rare earths backdrop and the US-China backdrop, which should allow China to continue exports in the next few years. The combination allowed us to raise our GDP forecast significantly.
But after the Trump-Xi and the fourth plenum, we raised 2026 to 4.8. We raised 2027 real GDP growth to 4.7. So these are large upward revisions, and I was telling clients that this might be the largest upward revisions to China real GDP that I have seen since I came to Hong Kong in 2019. So it is consistent with the strategy, thinking about what the government wants to do and the environment, the rare earths backdrop and the US-China backdrop, which should allow China to continue exports in the next few years. The combination allowed us to raise our GDP forecast significantly.
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