China village fast bikes slow candle Bryon Lippincott/Flickr

China’s Slow-Growth Opportunity

After four disappointing years, Chinese economists have come to understand that the economy’s growth slowdown is structural, rather than cyclical, meaning that China’s potential growth rate has settled onto a significantly lower plateau. But this may not be bad news.

BEIJING – After four disappointing years, Chinese economists have realized that slowing GDP growth – from a post-crisis peak of 12.8% in 2010 to about 7% today – is mainly structural, rather than cyclical. In other words, China’s potential growth rate has settled onto a significantly lower plateau. While the country should be able to avoid a hard landing, it can expect annual growth to remain at 6-7% over the next decade. But this may not necessarily be bad news.

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