Trends in China's Economy: Manufacturing and Consumer Insights

This chapter explores the anticipated trends in China's manufacturing and non-manufacturing PMIs, highlighting softening projections linked to external trade tensions and domestic demand challenges. It discusses the sluggish recovery of the consumer market, marked by caution in spending and a shift towards lower-ticket items amidst ongoing real estate struggles. Additionally, the chapter touches on the evolving landscape of AI technologies and their implications for traditional businesses and the semiconductor industry.