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China's rebuilding could help Thailand

China's rebuilding could help Thailand

China's rebuilding could help Thailand

The Thai economy and stock market may benefit from China's economy, which beat analysts' expectations in the third quarter, expressing hope that Beijing will introduce more stimulus measures later this year.

China's GDP growth exceeded forecasts.

Korapat Vorachet, head of research at Krungsri Capital Securities, said China's GDP growth of 4.9 percent in the third quarter exceeded the market's forecast of 4.5 percent, indicating that government policies are effectively supporting the economy. Mainland China's economy grew 5.2 percent in the first nine months of 2023 and remains on track to meet its annual target of 5 percent, he said.

Positive impact on Asian economies

"The recovery in China is expected to have a positive impact on economies across Asia, including Thailand," Mr. Korapat said. "As production activities on the mainland recover, transportation companies and petrochemical companies will benefit in the stock market." He said he expects the Chinese government to announce additional stimulus measures later this year.

Predictions and expectations

After China's National Bureau of Statistics released third-quarter GDP figures, JP Morgan raised its growth forecasts for the world's second-largest economy this year from 5% to 5.2%, while Citigroup and Swiss banking giant UBS did the same. Nomura, a Japan-based financial group, raised its China growth forecast for this year to 5.1% from 4.8%. However, the International Monetary Fund cut China's GDP growth forecast for this year from 5.2% to 5% and from 4.5% to 4.2% for 2024, citing weakness in the real estate sector.

Stimulus measures in China

The K-Research Center (K-Research) said stimulus measures, including interest rate cuts to boost consumption of goods and services, as well as tax breaks for buying electric cars and new homes, contributed to third-quarter GDP exceeding expectations.

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Retail sales exceeded the 5.5% year-on-year growth target, and auto sales rose 2.8% over the period. "After opening up, China's service sector grew at a 6 percent annualized rate in the first nine months, with catering and hotels up 14.4 percent year-on-year and retail sales up 6.8 percent over the same period, indicating a recovery in domestic consumption," K-Research said.

The think tank said the Chinese economy still faces some challenges to meet the government's target of 5 percent growth this year, as domestic consumption has yet to fully recover and real estate companies are struggling with high debt levels. Beijing is expected to introduce additional stimulus measures later this year, including fiscal policies and additional measures to revitalize the real estate sector, such as extending loan maturities for real estate developers. The 20th National Congress of the Communist Party of China is also expected to increase the budget deficit, currently at 3 percent of GDP, to allow for the issuance of 1 trillion yuan worth of government bonds to finance infrastructure projects, K-Research said.

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