Policies in China that are aimed at curbing excess capacity may be positive for equities and global trade if executed right, according to JPMorgan https://t.co/DABTgnDPO2 ...

5 July 2025 | 5:29PM HKT China commodities Supply side work expectations - reform or reprieve There have been signs of renewed policy focus in addressing supply discipline, as indicated by the readout of the sixth meeting of the Central Financial and Economic Affairs Commission on July 1st. The meeting reiterated the need for China to develop a "unified national market", explicitly calling for a crackdown on overly intensive competition between firms that has caused lower prices. An orderly exit of obsolete ...

Across China’s vast industrial machine, average prices have fallen for 32 months in a row. The government is now trying to intervene. Yet excess capacity is an inevitable result of Xi Jinping’s desire to maintain the country’s industrial might https://t.co/cSD5Fm9ZiC ...