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National Peoples Congress Preview

March 1, 2021
This year's National People's Congress (NPC) will start on Friday, March 5, and will last for about 2 weeks. In this podcast we provide a preview of the key policy issues for the NPC where we expect the government will set a floor growth target at 7-7.5% for 2021, leaving sufficient room to pursue its longer-term policy priorities. The 2021 budget will likely roll back about 60% of Covid-19 related stimulus measures. Nevertheless, government spending will likely increase 7% over last year, thanks to a strong fiscal revenue outlook. [more]

More documents from Luke Templeman

79 Documents
September 20, 2021
1
Many corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect. Corporates are not wrong to anticipate hefty spending; all the right ingredients are there. Savings jumped due to government stimulus and a lack of spending options. So what’s happening then? [more]
May 5, 2021
7
In a new Podzept podcast Brett Ryan, Senior US Economist, Frank Kelly, Head of Governmental and Public Affairs, US & Latam and Luke Templeman, Thematic Analyst discuss the US economy, in particular what President Biden has done in his first 100 days in office, including the enormous fiscal stimulus package. Is the package politically possible as Washington looks forward to mid-term elections next year? [more]
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