Fitch analysts on China:
- China 2025 GDP growth forecast has been revised to 4.3% from 4.5%.
- China 2026 GDP growth has been revised to 4.0% from 4.3% in September.
- There are tentative signs of stabilization in the real estate sector, but a prolonged downturn in the property market remains a risk.
- The effective tariff rate on US imports from China is assumed to increase from about 10% to about 35%.
