Black Friday is Now! Don’t miss out on up to 60% OFF InvestingProCLAIM SALE

China'a Q3 GDP growth seen slowing to 4.4% as headwinds persist: Reuters poll

Published 10/16/2023, 03:02 AM
Updated 10/16/2023, 03:25 AM
© Reuters. FILE PHOTO: Customers shop vegetables at a wet market in Beijing, China August 10, 2023. REUTERS/Yew Lun Tian/File Photo
USD/CNY
-

By Kevin Yao

BEIJING (Reuters) - China's economy is expected to have slowed in the third quarter as demand at home and abroad faltered, but increased support from the government means Beijing may still be able to achieve its full-year growth target.

Gross domestic product (GDP) likely grew 4.4% in July-September from a year earlier, slowing from the 6.3% pace in the second quarter, according to the median forecast of 60 economists polled by Reuters.

The world's second-largest economy began to falter in the second-quarter after a brief post-COVID recovery, dragged by a property downturn and huge debt due to decades of infrastructure outlays.

However, recent economic data has shown some signs of stabilising after a flurry of modest policy measures, but economists believe more support is needed to keep growth on track.

Data released on Friday showed exports and imports continuing to decline, although at a slower pace. And while bank lending jumped, persistent deflationary pressures underlined the challenges policymakers face in trying to revive activity.

"We remain subscribed to our cyclical bottom call and see a synchronised upbeat of the economy and policies possible ahead of us," analysts at Citi said in a note, following Friday's data.

"How the latest easing plays out and whether we'll have additional policy easing within the year remain the most important questions for China macro."

On a quarterly basis, GDP is forecast to grow 1.0% in the third quarter, versus growth of 0.8% in April-June, the poll showed.

The Oct. 9-16 Reuters poll predicted the economy would grow 5.0% this year, in line with a September survey and Beijing's own target but lower than 5.5% forecast in a July poll. Growth was forecast to slow to 4.5% in 2024.

Analysts have repeatedly cut their growth outlook this year.

The economy grew just 3% last year due to COVID curbs, badly missing the official target.

Analysts polled by Reuters expect the central bank to keep banks' reserve requirement ratio (RRR) and benchmark lending rates steady towards the year-end.

Beijing may step up fiscal stimulus to get activity on a more solid footing, though the impact may not be felt until well into 2024, analysts said.

China is considering issuing at least 1 trillion yuan ($136.82 billion) in additional sovereign bonds to fund infrastructure projects, Bloomberg News reported last week, citing people familiar with the matter.

The central bank is constrained in how much it can ease monetary policy for fears of hurting the yuan, analysts said.

In September, the central bank cut the RRR - the amount of cash that banks must hold as reserves - for the second time this year to boost liquidity and support the economic recovery.

Other policy support included interest rate cuts, property easing and efforts to shore up the private sector.

In August, the central bank cut its benchmark lending rate, or the loan prime rate (LPR), by 10 basis points to 3.45%.

© Reuters. FILE PHOTO: Customers shop vegetables at a wet market in Beijing, China August 10, 2023. REUTERS/Yew Lun Tian/File Photo

Consumer inflation is expected to slow to 0.5% in 2023 from 2.0% in 2022 - well below the official target of around 3%, the poll showed. The inflation is expected to edge up to 1.8% in 2024.

($1 = 7.3088 Chinese yuan) (This story has been refiled to add a full stop in paragraph 15)

(Polling by Susobhan Sarkar and Anant Chandak in Bengaluru and Jing Wang in Shanghai; Reporting by Kevin Yao; Editing by Sam Holmes.)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.