AI Innovations And Trade Tariffs: The Outlook For China In 2025
Source: SeekingAlpha
2025-02-12 08:00:00 ET
Summary
- There are some tentative signs of improvement in China’s beleaguered property market, but consumer confidence remains very low.
- We estimate that the 10% tariff the U.S. recently implemented on Chinese imports could create a 0.3-percentage point drag on China’s GDP growth.
- Our outlook for Chinese equities in 2025 is marginally positive.
- Consumer behavior and the evolution of China’s trading relationship with the U.S. are likely to be the main forces that shape how the year unfolds.
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AI Innovations And Trade Tariffs: The Outlook For China In 2025
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