June 30, 2025 01:16 AM GMT Investor Presentation | Asia Pacific M Foundation China Economics: Solid 2Q, Softening Momentum, Fall Stimulus Likely Related Reports: Solid 2Q, Softening Momentum, Fall Stimulus Likely (26 June 2025) Morgan Stanley Asia Limited Robin Xing Chief China Economist Robin.Xing@morganstanley.com +852 2848-6511 Zhipeng Cai Economist Zhipeng.Cai@morganstanley.com +852 2239-7820 For important disclosures, refer to the Disclosure Section, located at the end of this report. M Fall Stimulus S ...

May 6, 2025 08:03 AM GMT Investor Presentation | Asia Pacific M Foundation What's Next for Tariffs and Stimulus? Morgan Stanley Asia Limited+ Robin Xing Chief China Economist Robin.Xing@morganstanley.com +852 2848-6511 For analyst certification and other important disclosures, refer to the Disclosure Section, located at the end of this report. M China's Growth to Slow to 4.2% in 2025 amid Tariff Shock Growth to soften meaningfully in Q2-Q3 Deflation pressure will remain persistent 3.5 4.0 4.5 5.0 5.5 6.0 6. ...

May 1, 2025 03:54 PM GMT China Musings | Asia Pacific How Beijing's Stimulus May Cushion Tariff Shock 2Q growth could slow one percentage point as tariffs bite. We expect Beijing to navigate the challenges with cautious and uneven stimulus policies: still relying on investment in emerging sectors and urban renewal, while gradually shifting policy towards consumption over the medium term. Tariffs have reached prohibitive levels and may not get much higher. Investors are focused on two things. Exhibit 2 : Wha ...