AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The State of the Consumer and Domestic Demand in China
China macro data can get very confusing and there's a lot of it, right? So I'm just going to sum up what we've had so far this month of note. It's grouped into categories with the aim of just basically, hopefully just painting kind of a clearer, more organized picture of all these figures that I've been talking about. Okay. We have the consumer economy that looks as follows: Imports year over year. Big miss. Consensus was at zero percent actual was at minus almost minus eight percent down. That reflects weak domestic demand and lower commodity prices. And then lastly, number three, we'll just be just capital, right? Investment in the like.