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China: Prospek Jangka Dekat Stabil Karena Ketidakpastian Jangka Panjang Tetap Ada – ANZ

Betty Wang, analis di ANZ, mencatat bahwa konsumsi dan investasi swasta adalah hambatan utama pada pertumbuhan PDB China pada 2019, bukan ekspor neto.

Kutipan utama

"Namun, data ekonomi domestik utama China apada bulan Desember, menandakan tanda-tanda stabilitas jangka pendek, terutama di sektor manufaktur."

"Penggerak investasi tradisional China tampaknya telah kehilangan momentum sementara investasi teknologi tinggi telah unggul."

"Pengeluaran konsumen adalah 'kartu liar'."

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