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17 February 2023 China | Economics & Growth | Emerging Markets

China Growth Tracker: Markets Diverging from China Reopening

Bilal Hafeez

We published a note on how to track Chinese growth in real time using financial and commodity market prices. In these weekly reports, we update the indicators to help us track growth.

Summary

Our new high-frequency China reopening index continues to rally higher, surpassing 2021 peaks. However, it is fast diverging from our market data-based tracker suggesting markets have yet to fully price the reopening (Chart 1).

We published a note on how to track Chinese growth in real time using financial and commodity market prices. In these weekly reports, we update the indicators to help us track growth.

Summary

Our new high-frequency China reopening index continues to rally higher, surpassing 2021 peaks. However, it is fast diverging from our market data-based tracker suggesting markets have yet to fully price the reopening (Chart 1).

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