AEJ Week Ahead: China July Politburo meeting, Korea GDP, and BI meeting

Research evidence excerpt

AEJ Week Ahead: China July Politburo meeting, Korea GDP, and BI meeting

Economics Research

17 July 2026 | 8:52PM IST

AEJ Week Ahead: China July Politburo meeting, Korea GDP, and BI

meeting

Scheduled key data releases for the coming week in Asia ex-Japan include July Arjun Varma

+91(22)6616-9043 |

Politburo meeting in China, 20-day exports in Korea, June CPI inflation in Singapore arjun.varma@gs.com

Goldman Sachs India SPL

and June industrial production in Taiwan. Next week also features a central bank

Hui Shan

meeting in Indonesia. Below we summarize our forecasts and expectations for these +852-2978-6634 | hui.shan@gs.com

releases. Goldman Sachs (Asia) L.L.C.

China

n July Politburo meeting (likely the end of July): China’s top leadership is

expected to convene the July Politburo meeting before month-end—usually in

the final week of July based on past practice—to set the H2 macro policy stance.

After weaker-than-expected Q2 GDP, we expect policymakers to strengthen

easing rhetoric and accelerate implementation of already-planned demand-side

measures, while maintaining their strategic focus on high-tech sectors and key

supply chains. However, resilient exports and a still-achievable full-year growth

target suggest limited urgency for broad-based, sizable stimulus in the near

term. Several easing measures remain available for H2, but demand-side

support—especially fiscal easing—will be key to stabilizing growth and market

sentiment, in our view. We expect central and local governments to accelerate

bond issuance and proceeds spending in coming months, speed up

implementation of the new policy-based financial instrument, and leave the door

open for additional easing later this year if needed.

South Korea