China’s q/q Q3 GDP improved, but the y/y was the slowest in a year:China Q3 GDP +1.1% q/q (+0.8% expected)Other data was better, although property investment cratered:China Sept Retail Sale (YoY) +3.0% (expected 2.9%) & Industrial Production (YoY) +6.5% 5.0%China National Bureau of Statistics (NBS) spokesperson comments, priomising more stimulus:Will intensify and optimize counter-cyclical policies, expand domestic demand, and strengthen domestic circulationWill further stimulate market vitality, boost growth expectations, strengthen endogenous momentum, and promote sustainable economic growthSince Q3, tariff abuse by certain countries has disrupted global trade order, with rising unilateralism and protectionism increasing instability and uncertainty in global trade growth
This article was written by Eamonn Sheridan at investinglive.com.
💡 DMK Insight
China’s Q3 GDP growth shows a glimmer of hope with a quarterly uptick, but the year-on-year figures tell a different story, revealing the slowest growth in a year. This mixed bag of data underscores the fragility of the recovery, particularly as property investment continues to plummet. The promise of more stimulus from the National Bureau of Statistics could be a double-edged sword; while it aims to invigorate the economy, it also raises questions about long-term sustainability and the potential for inflation. Investors should keep a keen eye on how these developments unfold, as they could signal both opportunities and risks in the market.
📮 Takeaway
Monitor China’s stimulus measures closely; they could sway market sentiment and investment opportunities.





