中国 - 情绪追踪：微观改善，宏观隐忧-China - Sentiment Tracker -Micro Fixes, Macro Slow Burn

January 29, 2026 06:01 PM GMT China - Sentiment Tracker | Asia Pacific Micro Fixes, Macro Slow Burn Provinces are nudging growth targets down to ~5% on average (from ~5.4% last year), signaling pragmatism. In fact, a lowered 4.5-5% national target could be positive for rebalancing. This, combined with surgical housing support, points to gradual yet steady macro repair. Growth guideposts – provinces are nudging targets down: Provincial "two sessions" have begun over the past week, and the early signals from ...