China: A prolonged severe decline in growth is possible and would be bad news
The Chinese economy's move up the value chain is impressive. But, beyond the present cyclical trends , there is nevertheless a risk of a significant decline in growth in the future, which could result from: The inefficient use of savings; Population ageing. A major growth slowdown in China would be very bad news: It would make the debt level hardly bearable; It could lead to a political crisis.
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Natixis
Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.