La Chine peut-elle enrer en récession?
La récente recrudescence des tensions commerciales avec les États-Unis a encore assombri les perspectives d’exportation.
La banque centrale assouplit les conditions de liquidité et de crédit, mais la réduction des risques d’instabilité financière par un resserrement de la réglementation doit rester une priorité.
La politique fiscale est aussi devenue expansionniste grâce à l’augmentation des dépenses d’infrastructure et à l’augmentation du nombre de réductions d’impôts pour les ménages et les entreprises.
A court terme, les exportations et l’investissement intérieur privé devraient continuer de ralentir. Les mesures fiscales devraient soutenir les dépenses de consommation cependant.
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