China stats bureau says external situation is complex and China's economic foundation still needs to be consolidated, adds to continue to optimise supply and domestic supply-demand imbalance remains prominent, will continue to expand domestic demand

The comments from China's stats bureau highlight a continued struggle with economic recovery, emphasizing the need for active fiscal policies and moderately loose monetary measures.

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Thai GDP Growth Rate QoQ (Q1) Q/Q 0.7% vs. Exp. 0.1% (Prev. 1.9%)

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China stats bureau says external situation is complex and China's economic foundation still needs to be consolidated, adds to continue to optimise supply and domestic supply-demand imbalance remains prominent, will continue to expand domestic demand

Chinese Unemployment Rate (April) 5.2% (Prev. 5.4%)

Chinese Retail Sales YoY (Apr) Y/Y 0.2% vs Exp. 2.0% (Prev. 1.7%)

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Says:

  • Should implement more active fiscal policies and moderately loose monetary policies.
  • International situation remains grim and complicated as of April, and the world economic recovery is facing greater headwinds.
  • April retail sales figure affected by a high base.
  • Growth trend has not changed.
  • Will and capacity of people to spend needs improving.
Context

This suggests a commitment to stimulate domestic demand amid external pressures and a challenging global landscape, which may impact investor sentiment around Chinese equities and related assets.

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