We remain cautious on this. It is unlikely that the bulk of existing tariffs will be removed soon and other types of restrictions are also coming, implying decoupling and tension. Louis Kuijs More Quotes by Louis Kuijs More Quotes From Louis Kuijs The impact of the new tariffs on China's economic growth will be sizeable. Louis Kuijs company-news We think growth will remain under pressure in the coming months. Louis Kuijs top-news Global demand may be holding up better than feared. Louis Kuijs world In part because they have only limited ammunition and in part because it's still early in the process on the U.S. side. Louis Kuijs top-news We are basically expecting domestic demand growth to play a larger role this year and next than we had initially. And that will have to come about by a less restrictive policy stance than we had assumed before. Louis Kuijs business The domestic houses are well established with strong balance sheets and financial muscle, which will make it hard for new players to break into this market and make it a profitable business on a standalone basis. Louis Kuijs business Continued downward pressures from real estate and exports caused gross domestic product (GDP) growth to drop to 6.9 percent, we think overall growth will soften more into 2016. Louis Kuijs top-news We think overall growth will soften more into 2016, in such a setting we expect more incremental monetary and fiscal measures. Louis Kuijs top-news When the credit taps are opened, risks rise that the money is going to 'problematic' companies or entities. Louis Kuijs company-news It's again worse than what most people had expected, especially on the investment side. All of this suggests that the downward pressures on growth in China are persisting, especially in the industrial part of the economy, this type of data will motivate policymakers to further ease on the monetary and fiscal sides. Louis Kuijs company-news Things have gotten worse rather than better, i predict one more rate cut to lower lending rates to 5.25 percent in the first quarter. Louis Kuijs business (Future) policy will be dependent on data, if the leadership can get away without easing the policy stance further, they will. Louis Kuijs business
