Macro Insights Weekly - A health-check on China

China’s economy has progressively slowed lately, with mounting imbalances and associated vulnerabilities. For the worst to be over, consumption and business sentiment need substantial support.
Regulatory, governance, and pandemic-related crackdowns have been damaging to sentiments.
The authorities have taken a slew of measures to support the property sector.
Resolving further exacerbation of property sector is priority number one.
Headwinds, like external demand and geopolitics, are not resolvable domestically.
China has plenty of savings and buffers; time to put them to use.