Report
From China to the rest of the world: macro effects of the reopening
What happens in China does not stay in China for very long. Given its considerable weight in trade, the effects are disseminated through various channels to the rest of the world. Consequently, the reopening of China, following the abandoning of the zero-Covid policy, looks like a major component in the outlook for 2023. Real Chinese GDP is 2.5 points below its trend, household consumption is 5 to 10 points below. This gives a rough magnitude of the economic catch-up once the pan...
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
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