摩根士丹利：中国经济牛市与熊市坏数据又是好消息

August 4, 2024 10:23 PM GMT M Idea China Economics | Asia Pacific Bull vs. Bear: Is Bad Data Good News Again? China's growth deceleration continued in July, raising the urgency of more easing. The Politburo has called for faster implementation of announced policies and suggested more might be coming. We expect continued reactive easing and a slight growth improvement in 2H, leaving FY24 GDP growth tracking at 4.6-4.7%. To bring you a variety of perspectives, we have picked several charts that consider both ...