Business Maverick: China economic activity falls as Covid cases surge to record

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China’s economic activity contracted further in November amid a record Covid outbreak, with growth likely to remain weak and the central bank expected to add more stimulus to bolster the recovery.

to protest tighter Covid controls in several major cities recently. Economists expect growth to slow to around 3% this year, putting pressure on officials to step up stimulus to spur the recovery next year.

China’s benchmark CSI 300 Index of stocks rose 0.28% as of the mid-day break, led by energy and telecom service shares. The yuan traded onshore strengthened 0.18% to 7.1449 per dollar as of 11.31am local time, while the yield on 10-year government bonds was up 2 basis points at 2.91%. Economic activity will likely continue to weaken in December and the first quarter of next year, according to Zhang Zhiwei, chief economist at Pinpoint Asset Management Ltd., adding that a reopening-fueled rebound seems set for the second half of 2023.

As Covid outbreaks spread, more companies are seeing infections rise among their employees. About 53% of Chinese firms reported a Covid case in their workforce in November, according to a survey of more than 2,400 companies across the nation by China Beige Book International. That was the highest in data back through January last year.

 

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