J.P. Morgan Asset Management - The Weekly Brief

20.07.2020 10:51 - JPMorgan Asset Management (Switzerland) LLC

J.P. Morgan Asset Management - The Weekly Brief

Chinas Wirtschaft hat sich im zweiten Quartal des Jahres deutlich erholt und das reale BIP wuchs um 11,5 % gegenüber dem Vorquartal. Als eine der Volkswirtschaften, wo der pandemiebedingte Lockdown zuerst verhängt und wieder aufgehoben wurde, war China auch eine der führenden Nationen, die den wirtschaftlichen Neustart einleiteten. Die industriellen Wirtschaftszweige haben sich schneller normalisiert und erzielten im Juni einen Produktionsanstieg auf 4,8 % gegenüber dem Vorjahr. Auch die Einzelhandels-umsätze haben sich nach ihrem Tiefpunkt von -20,5 % im Februar verbessert, allerdings langsamer. In nächster Zeit dürfte sich der Konsum weiter erholen, da die inländischen Aktivitäten wieder anlaufen und die Verbraucher über hohe Rücklagen aus der Zeit der Pandemie verfügen. Fast ein Fünftel des chinesischen BIP stammt jedoch aus Exporten. Daher hängt der wirtschaftliche Ausblick auch davon ab, wie schnell sich wichtige Handelspartner wie die USA und Europa wieder erholen können.

JPMAM_The Weekly Brief_20.07.2020.pdf

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