China GDP vs. U.S. GDP

China GDP vs. U.S. GDP Chart suggesting that China GDP will overtake U.S. GDP by 2030. Picture source: Danske Bank

China GDP Growth

China GDP Growth China GDP growth is expected to continue to decline significantly in the coming years, with consumption becoming the main driver of growth. Picture source: Danske Bank

China GDP and China Credit Impulse

China GDP and China Credit Impulse The chart shows the correlation between credit impulse and China GDP. Credit impulse is the change in new credit issued as a percentage of GDP. The chart also suggests that the latest stimulus has been more effective than previous ones. Picture source: TS Lombard

China Imports Lead World GDP

China Imports Lead World GDP This chart shows that China imports is a key factor of global growth, and clearly lead world GDP. Picture source: Oxford Economics, Macrobond

China as a Percent of Global GDP

China as a Percent of Global GDP China is the world’s second largest economy, contributing 15.86% to global GDP in 2018. The United States remains the world’s largest economy, contributing 23.9% to global GDP. Picture source: Bloomberg, Michael McDonough

Contribution of Consumption to China’s GDP Growth

Contribution of Consumption to China’s GDP Growth This chart shows that consumption is the primary driver of China’s economic growth. You may also like “China Real GDP Growth Projection.” Picture source: ANZ Research

China Real GDP Growth Projection

China Real GDP Growth Projection Real GDP growth in China is expected to continue to decline significantly in the coming years, with consumption becoming the main driver of growth. You may also like “Contribution of Consumption to China’s GDP Growth.” Picture source: KKR & Co.

China Credit Impulse – Reflation Cycle

China Credit Impulse – Reflation Cycle This chart shows that China credit impulse has not yet boosted relative earnings. Credit impulse is the change in new credit issued as a percentage of GDP. Picture source: Fidelity Investments

China – Required Reserve Ratio vs. M1 Money Supply Growth

China – Required Reserve Ratio vs. M1 Money Supply Growth The People’s Bank of China slashed the reserve requirement ratio for most financial institutions, but M1 money supply growth is currently near the lowest. This is not good news for GDP growth. Picture source: Jeroen Blokland