🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

POLL-China's economy slowed in Q1 but rebound on horizon

Published 04/09/2009, 03:57 AM
Updated 04/09/2009, 04:24 AM
TTEF
-
TGT
-

* What: China Q1 GDP and other March indicators

* When: Scheduled for April 16 at 0200 GMT

* Q1 growth seen as slowest ever, but signs of bottom appear

By Jason Subler and Aileen Wang

BEIJING, April 9 (Reuters) - China's economy probably grew by 6.3 percent in the first quarter from a year earlier, marking the slowest pace of expansion in at least a decade, though some signals point to a recovery on the horizon.

The median forecast of 21 economists polled by Reuters compares with 6.8 percent growth in the fourth quarter and 9.0 percent in all of 2008.

It would be the slowest quarterly growth since such records began in 1999. The data will be released on April 16 at 0200 GMT.

Full-year growth was last slower in 1990, the year after the government's bloody crackdown on pro-democracy protests around Beijing's Tiananmen Square, which prompted a pull-back in foreign investment and loans from multilateral agencies.

The quarterly gross domestic product figure will partly mask an uptick in factory output growth in March to an annual 6.0 percent, after it fell to a record low 3.8 percent in the first two months of the year, according to 24 analysts.

Deflationary pressures at the consumer level are also expected to ease, with the consumer price index down 1.2 percent from a year earlier, compared with February's 1.6 percent fall.

"We expect China's industrial production to recover and CPI deflation to moderate in March, exhibiting initial signs of economic stabilisation in the near term," economists at China International Capital Corp in Beijing said in a research report.

A growing number of analysts now expect an early recovery of the world's third-largest economy, as the effects of the government's 4 trillion yuan ($585 billion) stimulus and other measures largely offset a continued drop in exports.

Economists expect exports to fall 21.5 percent in March from a year earlier, still grim but an improvement on the 25.7 percent fall in February.

"China's economy has hit bottom in terms of GDP growth," said Gao Shanwen, chief economist at Essence Securities in Beijing. "That is to say, the most difficult time has passed."

Trade figures are scheduled for Saturday but could come earlier; other March indicators will be released alongside GDP.

Following are forecasts for Q1 GDP and other data for March (percent change from a year earlier):

Median Min Max Pvs Yr ago GDP 6.3 5.7 6.9 6.8 10.6 PPI -5.5 -8.0 -2.5 -4.5 8.0 CPI -1.2 -1.7 -0.6 -1.6 8.3 Retail sales^ 14.5 10.0 17.2 15.2 21.5 Industry output^ 6.0 1.2 9.0 3.8 17.8 Fixed investment* 26.5 23.0 27.8 26.5 25.9

Notes:

* Fixed-asset investment in urban areas, year-to-date

^ Pvs for retail sales and industry output is Jan-Feb

Not all economists gave forecasts for each indicator.

BURST IN LENDING

Optimism that the economy could be set for a rebound stems in part from the official purchasing managers' index (PMI), which crossed back into expansionary territory in March for the first time since last September. [ID:nPEK365040]

Analysts point to reports that lending continued to surge in March as a further sign that Beijing's determination to maintain full-year growth around 8 percent is translating into actual spending.

The China Daily and Economic Observer both reported that banks extended a record 1.87 trillion yuan ($274 billion) in new yuan loans in March, bringing the total for the first quarter to an eye-popping 4.56 trillion yuan -- close to Beijing's full-year target of at least 5 trillion.

The official March money supply and lending figures could come at any time.

"We see rising risks to our domestic demand growth forecast amid the continuous strength in money and credit growth," Yu Song and Helen Qiao of Goldman Sachs said in a report.

They expect fixed-asset investment growth to accelerate to 27.6 percent from a year earlier in the first three months, helping to offset weak exports. The poll forecast is for a growth rate of 26.5 percent, the same as in the first two months.

Frank Gong and Qian Wang with J.P. Morgan in Hong Kong pointed to a rebound in car sales and falling steel product inventories as further evidence that industry is finding support from the government's stimulus policies.

Passenger car sales rose 10.3 percent in March from a year earlier, official data showed on Thursday. [ID:nBJD000664]

"We expect continued improvement in industrial growth momentum, as the government's aggressive stimulus on both fiscal and monetary fronts kicks in and as the external environment improves gradually," Gong and Wang said in a note to clients.

> For detailed forecasts, double-click on [ID:nPEK260473]

> For a poll on trade, double-click on [ID:nPEK179458]

> For a poll on money supply, click on [ID:nPEK193871]

> For the China indicators fixed page, click on

> For historical data, click on [ID:nPEK256875] (Additional reporting by Shengnan Zhang and Langi Chiang; Editing by Alan Wheatley and Ken Wills)

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.