The Chinese Economy

Please click the link below to view Share Oliver's views on the Chinese Economy.

Key points raised are :

  • Chinese economic growth stabilised in 2016.
  • Expect Chinese growth this year of 6.5% and inflation of 3%.
  • Key risks regarding China relate to policy tightening, the property cycle, rapid debt growth and a trade war with the US.  All of these should be manageable.
  • Chinese shares remain reasonably good value from a long term perspective, but beware their volatility.
  • The stabilisation in Chinese growth and improvement in commodity prices is positive for the Australian economy and Australian assets.