While China’s official GDP statistics are remarkably smooth, Fathom’s China Momentum Indicator paints a different picture, showing pronounced slowdown in 2015. Andrew Harris, Laura Eaton and Joanna Davies explore what this meant for China’s economy and how policymakers responded.
Doubling down at the double

Notes from Fathom Consulting referred to in this episode:

https://www.fathom-consulting.com/research-notes/too-close-to-the-state-to-fail/

https://www.fathom-consulting.com/research-notes/china-heading-for-the-slow-lane/

https://www.fathom-consulting.com/research-notes/chinas-hokey-cokey-approach-to-reform/

http://lipperalpha.refinitiv.com/2019/06/news-in-charts-china-falling-into-the-same-long-term-rut-as-japan/

https://www.fathom-consulting.com/thank-fathom-friday-leading-questions-chinese-growth/

 

Fathom: In Conversation is a podcast from Fathom Consulting.

Host: Andrew Harris

Editor and Producer: Leara Gabay

Music: bensound.com

If you have any questions or comments you can contact us on podcast@fathom-consulting.com.