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Could China Stop Exporting Deflation?
Seeking Alpha· 2025-07-24 15:45
On Wednesday, July 3, 2025, China's Central Committee for Financial and Economic Affairs, led by President Xi, announced plans to tackle “low-price and disorderly competition” and to “promote the orderly exit of backward production capacity.” Overcapacity, especially in the auto and solar panel industries, has been a pain pointAnalyst’s Disclosure:I/we have a beneficial long position in the shares of KWEB either through stock ownership, options, or other derivatives.Business relationship disclosure:I work f ...