Economics

China Is Hitting Reality Now on ‘Impossible’ Tax, Deficit Goals

  • Tax revenues grow faster than economy amid pledges to cut them
  • Rising expenditure demand raises bets on higher deficit in ’19
Thomas Poullaouec of T. Rowe Price Hong Kong talks about China’s policies, the yuan, and emerging markets.(Source: Bloomberg)
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China’s government is grappling with an inconvenient truth: you can’t cut taxes, boost spending and reduce the budget deficit all at the same time.

Having promised to do all three this year, a slowing economy coupled with the trade war with the U.S. is now underlining the contradiction in the government’s goals. Incomplete implementation of tax cuts and a rising social-security burden are also worsening the downward pressure on consumers’ spending power.