高盛：中国本土客户如何看待经济形势-2025 年 6 月

China: What do local clients think about the economy? Local marketing takeaways June 2025 We met with onshore clients in Beijing and Shanghai over the past week prior to the start of H2. These clients range from mutual funds and private equity funds, to asset managers in banks and insurance companies. Compared with our previous onshore marketing two months ago amid significant US-China tariff hikes, onshore clients have become less bearish on China's near-term growth outlook, lowered their easing expectatio ...