Under the bonnet of China’s slowing growth

Monday 15 April 2013

From ANZ, here are a couple of useful charts of the internals of Chinese growth. First, on the industrial front where the standout metric is slowing electricity production:

And retail sales:

About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.