China August Industrial Production +5.2% y/y, vs. expected 5.8%

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Industrial Production +5.2% y/y, a miss and lower than the rise in July

  • expected +5.8%, prior was 5.7%
  • 5.2% y/y is the slowest growth in 12 months

Fixed Assets (excluding rural) YTD +0.5% y/y, a big miss

  • expected 1.4%, prior was 1.6%
  • property investment fell 12.9% in the January – August period
  • January –August fixed asset investment growth hit a five-year low

Retail Sales +3.4% y/y, a big miss

  • expected 3.8%, prior was 3.7%
  • +3.4% is the slowest growth since November 2024

Unemployment rate 5.3%, a six month high

  • up from July’s 5.2%

This is disappointing data from China. Exports face tariff headwinds, while the weak property sector (house prices down, again, in August) weighs on domestic demand.

This article was written by Eamonn Sheridan at investinglive.com.