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PBEC Member: CCBI SECURITIES | RESEARCH


The Big Picture Boosting growth while eyeing the long term. What are the policy options for China? By Li Cui

The latest Chinese data indicates a modest recovery post pandemic, with diverging sectoral trends. After the strong rebound in 1Q, the Chinese economy grew at a more modest pace of 0.8% in 2Q. The latest data paints a mixed picture: while industrial growth and investment outperformed market expectations in Jun, the incipient consumption recovery disappointed.

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