I had an earlier post here:
Goldman Sachs says China growth has troughed, government can push short-term growth higher
More via Bloomberg here: Goldman Sees China Rebound as History Repeats for Top Forecaster
- "Now it's very similar to this time of last year in terms of having a combination of monetary, fiscal and administrative loosening," said Beijing-based Song, ranked the best overall forecaster of China's economy by Bloomberg Rankings for the past two years. "The data in recent years consistently show us one thing: If the Chinese government really, really wants to push up short-term growth, they can."
- Goldman's Song was unfazed by an unexpected drop in April exports and says his optimism over a second-quarter rebound for the economy is buoyed by an anticipated tailwind from external demand. Goldman expects U.S. growth will rebound this quarter in the same way it did in 2014, Song said.
There are also comments from
- fourth-ranked JPMorgan Chase & Co., Hong Kong-based China economist Grace Ng ... sees a similar trajectory to last year, with policy easing feeding into the economy in coming months as growth in developed markets gathers pace