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China Oct. Industrial Production +4.6% y/y (exp 4.4%) & Retail sales +7.6% y/y (exp 7.0%)

돈되는 정보

The activity data is centred on 3 indicators: industrial production, retail sales and fixed asset investment.

A beat for retail sales (a consumption indicator rising is good news for China)

  • service consumption grew at a faster pace than goods consumption

A beat also for IP.

The official data is point to more signs of a sustained recovery in China’s economy.

National Bureau of Statistics (NBS) comments:

  • foundation of economic recovery is yet to be consolidated
  • expects China’s price situation to improve, no deflation

More:

  • Urban Unemployment (in 31 major cities) 5.0% vs prior 5.0%
  • Apparent oil demand +10.9% y/y

The first week of October marked the big public holiday for China, known as Golden Week.

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