Shanghai Macro Strategist
@ShanghaiMacro
China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West.
Contact: shanghaimacro@gmail.com
参加 April 2022
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China’s retail sales — a nominal figure — grew just 0.2% in April, marking the weakest reading on record outside the Covid era.
Investor pessimism about consumption has become deeply entrenched: the underperformance of consumer-oriented sectors relative to the broader market
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