Il mondo occidentale annaspa mentre la Cina vola. Questo è la fotografia del mondo dopo il Covid. La Cina è stato il primo paese colpito ma grazie a una gestione razionale dell’emergenza dettata dal nuovo coronavirus ha ripreso la sua corsa, grazie anche in questo caso a politiche razionali, evidentemente efficaci per risollevare l’economia.
Il paese guidato da Xi Jinping ha registrato un +18,3% del PIL nel primo trimestre 2021, trainata dalla ripresa della domanda interna ed esterna e dal sostegno del governo alle piccole imprese. Differenza abissale con l’Italia che invece sembra quasi intenzionata ad affossarle definitivamente le piccole imprese.
Il dato cinese mostra una straordinaria ripresa che viene confrontata invece con la contrazione del 6,8% fatta registrare nello scorso anno. La decisione del governo cinese di puntare forte sulla ripresa della domanda interna ha pagato: diverse le spinte dietro alla percentuale da boom. Fra le prime, le vendite al dettaglio che dovrebbero essere cresciute del 28% su base annua a marzo, anche se più lentamente rispetto all’aumento del 33,8% nel periodo da gennaio a febbraio, scrive Class.
«Se guardiamo ai dati sulle importazioni e sui prezzi al consumo in Cina possiamo osservare come a marzo l’attività interna sia stata dinamica, ma è probabile che la crescita dell’attività nel secondo trimestre rallenti», ha rilevato Gero Jung, chief economist di Mirabaud Asset Management, «le importazioni sono aumentate a marzo toccando i massimi storici e portando a un calo del surplus commerciale complessivo», secondo quanto riporta Class.
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Di queste importazioni cinesi ha beneficiato anche l’Italia visto che le importazioni cinesi dall’Italia fanno segnare un aumento di ben il 53,6%.
I dati stellari di Pechino offrono uno sguardo sulla forza della ripresa economica della Cina, che ha riconquistato il terreno perduto dalla seconda metà del 2020. È probabile che il paese registrerà la crescita più elevata tra le principali economie e darà il maggior contributo all’economia globale nel primo trimestre, in cima agli Stati Uniti, osservano analisti come Cavince Adhere.
“La Cina è relativamente più avanti rispetto alla maggior parte delle economie nell’apertura e nella vaccinazione della sua popolazione. La Cina ha iniziato inoculando gruppi chiave, compresi quelli impegnati nella manipolazione di prodotti della catena del freddo importati, funzionari doganali, operatori sanitari e coloro che si occupano di una prima linea di immunità contro l’importazione del virus”, ha spiegato Moody’s in un rapporto inviato al Global Times.
Ma gli analisti hanno notato che mentre la produzione industriale cinese è tornata sulla buona strada, la crescita degli investimenti fissi e dei consumi deve ancora tornare ai livelli pre-virus nonostante un netto miglioramento rispetto allo scorso anno.
L’analista Lian ha osservato che con la graduale ripresa della capacità di fornitura globale quest’anno, alcuni ordini di materie prime diretti in Cina potrebbero subire un ritiro o essere dirottati verso altre economie emergenti, il che potrebbe avere un impatto sull’attività manifatturiera.
In prospettiva, si prevede che l’economia cinese manterrà una crescita stabile, ma potrebbe entrare in “acque inesplorate” nella seconda metà dell’anno, poiché le tensioni geopolitiche continuano a svilupparsi e l’effetto marginale della ripresa economica globale si è indebolito, rileva il quotidiano Global Times.
Alcuni analisti sono ottimisti sul PIL cinese, che potrebbe far segnare una crescita a due cifre nel secondo trimestre. Per l’intero anno, il tasso di crescita potrebbe raggiungere il 9%, hanno detto gli analisti, ben al di sopra dell’obiettivo fissato dal governo di andare oltre il 6%.
Tratto da: L’Antidiplomatico
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