ALIBABA GROUP ADR WKN: A117ME ISIN: US01609W1027 Forum: Aktien Thema: Hauptdiskussion

Key Prediction For Chinese Economy in 2024 by Yuekai Securities 1) 2024 GDP growth to be set at around 5%. Based on the average growth rates calculated from the base year of 2019, the two-year average growth rate for 2021 and 2022 is 5.3%, while the three-year average growth rate is 4.5%. It is projected that the four-year average growth rate for 2023 will be 4.7%. As long as the five-year average growth rate for 2024 sees a slight increase to 4.8%, the year-on-year growth rate for 2024 is expected to reach 5%. Of course, the recovery of the average growth rate relies not only on the inherent economic momentum but also on the support of growth-stabilizing policies. 2) The gap between social retail consumption in 2024 and the level of potential trend is expected to narrow once again. There are several factors contributing to this: 1. Accelerated nominal economic growth, which drives an increase in household income. 2. Continued recovery in the average consumer inclination, leading to improved income elasticity of consumption. 3. Ongoing relaxation of supply constraints in offline service industries, providing consumers with more consumption scenarios. 4. Support and stimulation of durable goods consumption through policies such as housing delivery and consumption promotion. These factors combined are anticipated to contribute to the narrowing of the gap between social retail consumption in 2024 and the potential trend level.

Nächste Woche Mittwoch (20.12.) ist auch ex-Date …