Insight

China Signals Aggressive Stimulus in 2025, Boosting Commodity

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Algo Research Team


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Key Summary:


  • More assertive policy stance, the first in 14 years
  • Announcement of 2025 economic targets this week
  • Awaiting clarity on stimulus, US rate cut expectation

Despite not disclosing a concrete target yet, China has given “qualitative” signals indicating that they will be more aggressive next year to achieve higher economic growth.


Context: During the Chinese government’s Politburo meeting this week, it was revealed that the country will reinforce more assertive monetary and fiscal policies in 2025.


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