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Back China in 2023: What do We expect Regarding its Health Situation and its Economy?

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China in 2023: What do We expect Regarding its Health Situation and its Economy?

20 mins.
24 JANUARY, 2023
ANALYSTS:
Pedro Larrasquitu
Leopoldo Torralba
Ignacio de la Torre
CATEGORIES:
Coronavirus Macro Global Real Estate China AER Global
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China is once again in the midst of the pandemic storm after lifting covid-related restrictions much faster than expected. In this analysis of short-term macroeconomic events, we analyse the health and economic consequences of the measure in the short term, in order to anticipate how the transition from a "zero covid" policy to a normalised scenario may take place over the course of 2023. As such, we try to answer the following questions:
When will China reach the peak of infectious cases, and will we see future waves?
What impact might this process have on supply chains and inflation?
Is the Chinese growth model sustainable in the medium term?

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