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China’s Growth Slows to 4.8% in Q3 as Property Slump and Pork-Driven Deflation Weigh

The latest data underscore pressure on authorities to keep growth near the 5% goal.

Overview

  • Real estate development investment fell 13.9% year on year in January–September, underscoring the sector’s continuing drag on the economy.
  • Consumer prices declined 0.3% in September from a year earlier, with pork down 17% and subtracting about 0.26 percentage point from headline inflation.
  • Wholesalers in Beijing reported further pork price drops after the Golden Week holiday, pointing to continued downward pressure on food costs.
  • The National Bureau of Statistics did not hold its customary press conference when releasing the GDP figures.
  • The Communist Party’s Fourth Plenum opened to discuss growth strategy and the next five-year plan against a backdrop of U.S. tariff strains and weak domestic demand.