China factory activity misses forecast in Jan amid US tariff fears- Caixin PMI

Published 03/02/2025, 03:16
© Reuters.

Investing.com-- Chinese manufacturing activity grew less than expected in January as U.S. tariff fears continued to weigh on the country’s economic outlook, private purchasing managers index data showed on Monday. 

The Caixin manufacturing PMI  grew 50.1 in January, below expectations of 50.6 and the prior month’s reading of 50.5.

The Caixin data comes just a week after  government PMI, which showed the manufacturing sector unexpectedly shrinking in January.

The private survey stated that sentiment improved among Chinese manufacturers at the start of the year on expectations of supportive government policies, although U.S. tariff threats dampened sentiment.

"The level of business optimism remained below average, however, as concerns over trade amidst US tariffs threats continued to weigh on the outlook," it stated.

While Beijing did dole out a slew of major stimulus measures since late September, the government has held off on announcing any targeted fiscal measures, likely in anticipation of more clarity on U.S. trade policies under incoming President Donald Trump.

Trump imposed 10% trade tariffs on Chinese exports this weekend, which could bode poorly for the world’s second-largest economy as it struggles to shore up growth. Beijing is also expected to introduce retaliatory measures, potentially sparking a renewed trade war with Washington.

"The policies introduced since September 2024 have delivered tangible results, enabling China to achieve its economic growth target for the year. However, the effectiveness of stimulus measures, such as large-scale equipment upgrades and trade-in programs for consumer goods, may diminish this year," said Wang Zhe, senior economist at Caixin Insight Group.

"Additionally, rising uncertainty in international policies could worsen China’s export environment, posing significant challenges for the economy," he added.

 

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