“通缩” 过度。“反内卷” 初步成效- “Deflation” is excessive. Initial results of “Anti-involution”
2025-08-14 02:44
August 10, 2025 China Research Neo Wang, CFA 917 484 2110 Neo.Wang@evercoreisi.com hina 'Sat Nite' – Deflation, Stablecoins, Xi-Putin-Trump-Modi Here our weekly 7 China bullets. Let us hear from you. Deflation mostly in the industrial sector PLEASE do not forward • "Deflation" is excessive. "Anti-involution" saw initial results • Capital city struggling to squeeze out more home demand • To spur births or consumption, gov't supports scaling up? • PBoC's support lists offer a sneak peek at 15th 5-year Plan • ...