摩根士丹利：中国观察-3 个新转变，1 个持续主题
2025-06-16 03:16
China Musings | Asia Pacific 3 New Shifts, 1 Sticky Theme We address three changes that have taken place since our mid- year outlook (trade talks, trade-ins, and the trickle of reform), and one that hasn't: why deflation remains the core macro constant. June 12, 2025 08:24 AM GMT • Allocated trade-in funding is used up in some regions: According to official disclosures, the central government has allocated and distributed two batches of trade-in funds. Rmb81bn on January 6, and another Rmb81bn in late April ...