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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
加入 April 2022
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China August economic data: Retail sales (a nominal figure): 0.4% yoy YTD fixed asset investment (a real figure): -7.2%. Our domestic demand tracker has fallen to levels even below that during the Shanghai COVID-19 lockdown. “What is unsustainable will not be sustained.”
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