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14th Nov 2024 19:09China+Weekly Monitor

  • China’s October activity data show household spending ticking up, on goods and property.
  • Ignore the dip in headline industrial output; manufacturing production is still robust.
  • The full-year growth target is in reach, thanks to rising service sector activity; but 2025 is another matter.

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Keywords for: 18 November 2024 China+ Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence