Even before the trade war, China’s economy was slowing, creating a stimulus hangover in the country as capacity excesses are worked out. Beijing is shifting to deploy new growth drivers, which should help counter the impact of the trade conflict and support growth. As a result, China’s consumer-oriented sectors may be well positioned to perform.
White Paperswhite paper
China Pivots to Face an Imperfect Storm
December 14, 20182018-12-14
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