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Makro-Agenda für 2025: Die Märkte sind zufrieden

Von Claire Huang, Senior EM Macro Strategist, und Aidan Yao, Senior Investment Strategist, Asien, Amundi Investment Institute

(PresseBox) (München, )
Die Märkte blicken gerade sehr genau auf China. Dort tagt der Nationale Volkskongress und legt den Kurs für Wirtschaft und Makropolitik für den Rest des Jahres 2025 fest. Die Wachstums- und Inflationsziele lässt er im Vergleich zum Vorjahr weitgehend unverändert. Deren Erreichung wird ein harter Kampf gegen zunehmende Handelsspannungen und die maue Inlandsnachfrage sein. Insbesondere die schwache Preisdynamik wird es schwierig machen, das Inflationsziel zu erreichen, obwohl der Zielwert leicht von 3 % auf 2 % gesenkt wurde.

Die chinesische Wirtschaft soll in einem schwierigen und unsicheren makroökonomischen Umfeld mit einem Wachstum von etwa 5 % stabil gehalten werden; und
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The publisher indicated in each case (see company info by clicking on image/title or company info in the right-hand column) is solely responsible for the stories above, the event or job offer shown and for the image and audio material displayed. As a rule, the publisher is also the author of the texts and the attached image, audio and information material. The use of information published here is generally free of charge for personal information and editorial processing. Please clarify any copyright issues with the stated publisher before further use. In case of publication, please send a specimen copy to service@pressebox.de.