Macroeconomic Forecast and Investment Decisions for China in 2023
Keywords:China assets, investment strategy, GDP
The global equity investment market in 2023 is paying extra attention to Chinese assets, which are generally considered to be at a low valuation, while the economic situation in China will get a quicker recovery with the liberalization of released pandemic policies, and Chinese assets are in a value depression in the long cycle. Global investors' concerns about potential economic risks in Europe and the U.S., especially the shift in the Federal Reserve's interest rate policy, have further promoted the intention to diversify. Based on our years of experience in policy interpretation and judgment of stock market development trends, this paper presents detailed macro forecasts and corresponding investment strategies from the perspective of the main components of GDP as well as fiscal and monetary policies, with extra emphasis on the timing of the rebound in China's domestic consumption sector, providing a reference for Chinese and foreign investors.
Boateng, Agyenim et al. "The Impact of Ceo Compensation and Excess Reserves on Bank Risk-Taking: The Moderating Role of Monetary Policy." Empirical Economics, vol. 62, no. 4, 2022, pp. 1575-1598 %@ 1435-8921.
Cai, Fang and Xiaojing Zhang. "Following the Most Sensible and Logical Course of the New Normal of Economic Development." Constructing Political Economy with Chinese Characteristics, Springer, 2022, pp. 87-115.
Calinescu, Tetyana et al. "Circular Economy: Ukraine’s Reserves and the Consequences of the Global Recession." International Conference on Sustainable, Circular Management and Environmental Engineering, Springer, 2023, pp. 238-251.
Castro, Camila Gonçalves et al. "The Rebound Effect of Circular Economy: Definitions, Mechanisms and a Research Agenda." Journal of Cleaner Production, 2022, p. 131136.
Chen, Yuxiao. "Analysis on the Us Housing Market During the Fed’s 2022-2023 Rate Hike Cycle." 2022 7th International Conference on Social Sciences and Economic Development (ICSSED 2022), Atlantis Press, 2022, pp. 1281-1285.
Chen, Ziqiao et al. "Green Stimulus in a Post-Pandemic Recovery: The Role of Skills for a Resilient Recovery." Environmental and Resource Economics, vol. 76, no. 4, 2020, pp. 901-911.
Deni, John R et al. "China, Europe, and the Pandemic Recession: Beijing’s Investments and Transatlantic Security." 2022.
Ding, Chenhui et al. "Digital Economy, Technological Innovation and High-Quality Economic Development: Based on Spatial Effect and Mediation Effect." Sustainability, vol. 14, no. 1, 2022, p. 216.
Fang, Zhuo et al. "The Multimodal Sentiment Analysis of Online Product Marketing Information Using Text Mining and Big Data." Journal of Organizational and End User Computing (JOEUC), vol. 34, no. 1, 2022, pp. 1-19.
Gao, Wenyou and Chang Su. "Analysis of Earnings Forecast of Blockchain Financial Products Based on Particle Swarm Optimization." Journal of Computational and Applied Mathematics, vol. 372, 2020, p. 112724.
---. "Analysis on Block Chain Financial Transaction under Artificial Neural Network of Deep Learning." Journal of Computational and Applied Mathematics, vol. 380, 2020, p. 112991.
Gao, Xuan et al. "Three-Dimensional Manganese Oxide@Carbon Networks as Free-Standing, High-Loading Cathodes for High-Performance Zinc-Ion Batteries." Small Structures, vol. n/a, no. n/a, p. 2200316, doi:https://doi.org/10.1002/sstr.202200316.
Hall, Stephen G et al. "Drivers and Spillover Effects of Inflation: The United States, the Euro Area, and the United Kingdom☆." Journal of International Money and Finance, vol. 131, 2023, p. 102776.
Han, Bingyang et al. "Simulation Research on the Coordinated Development Path of Urbanization and Real Estate Market Using System Dynamics in Chongqing City, Southwest China." Ecological Indicators, vol. 143, 2022, p. 109328.
Hartlieb-Wallthor, Peter v et al. "Sustainable Smart Mining: Safe, Economical, Environmental Friendly, Digital." Yearbook of Sustainable Smart Mining and Energy 2021, Springer, 2022, pp. 37-79.
He, C., Chen, R., Xue, B., & He, M. "Investor Sentiment, Limited Arbitrage and Stock Price Anomalies." Economic Research Journal, no. 1, 2021, pp. 58-73.
He, Xinhua et al. "Does Digital Technology Promote the Sustainable Development of the Marine Equipment Manufacturing Industry in China?" Marine Policy, vol. 136, 2022, p. 104868.
Jiang, Tangyang et al. "Structural Emissions Reduction of China's Power and Heating Industry under the Goal of" Double Carbon": A Perspective from Input-Output Analysis." Sustainable Production and Consumption, vol. 31, 2022, pp. 346-356.
Kuckertz, Andreas et al. "Startups in Times of Crisis–a Rapid Response to the Covid-19 Pandemic." Journal of Business Venturing Insights, vol. 13, 2020, p. e00169.
Langdana, Farrokh K. "Budget Deficits, Trade Deficits, and Global Capital Flows: The National Savings Identity." Macroeconomic Policy, Springer, 2022, pp. 27-56.
Lee, T et al. "Investigation of Virtual & Augmented Reality Classroom Learning Environments in University Stem Education." Interactive Learning Environments, 2022, pp. 1-16.
Liu, Zhi and Xiuying Liu. "Is China’s Infrastructure Development Experience Unique?" Journal of Chinese Economic and Business Studies, 2022, pp. 1-18.
Nicola, Maria et al. "The Socio-Economic Implications of the Coronavirus Pandemic (Covid-19): A Review." International journal of surgery, vol. 78, 2020, pp. 185-193.
Ouyang1a, Zhixuan and Yumeng Wan. "How Do Investors Make Investment Decision by Npv Rule." 2023.
Pieterse, Jan Nederveen. "Global Inequality: Bringing Politics Back In." Third World Quarterly, vol. 23, no. 6, 2002, pp. 1023-1046.
Qiang, Hanlin and Lili Hu. "Population and Capital Flows in Metropolitan Beijing, China: Empirical Evidence from the Past 30 Years." Cities, vol. 120, 2022, p. 103464.
Shi, Haozhe and Ziming Jiao. "The Research on the Relationship between Consumption Downturn and Covid-19—Analysis of Survey Data from China." International Journal of Business and Management, vol. 17, no. 12, 2022.
Steinbock, Dan. "The Eurozone Debt Crisis: Prospects for Europe, China, and the United States." American Foreign Policy Interests, vol. 34, no. 1, 2012, pp. 34-42.
Su, Chang et al. "The Relationship between Digital Rmb and Digital Economy in China." arXiv preprint arXiv:2205.14517, 2022.
Su, Chang et al. "The Strategy of Local Government Constructing Regional Innovation Ecosystem." Available at SSRN 4228157, 2022.
How to Cite
This work is licensed under a Creative Commons Attribution-NonCommercial 4.0 International License.