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China's efforts to restructure LGFV debt will weigh on the economy in 2024

China's efforts to reduce risks from local government debt are likely to weigh on economic growth again this year, as a nationwide debt relief campaign is expected to curb spending on capital projects.

The concern stems from a snag in Beijing's plan to reduce the risk of disorderly defaults. China is helping local governments refinance the off-balance sheet – or so-called “hidden” – debt accumulated by government financing vehicles. This appears to reduce the risk of a financial crisis this year, but these local authorities are also under unprecedented pressure to stop issuing additional debt.

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