
PAG's Shan on China Stimulus, Private Consumption
Asia Centric by Bloomberg Intelligence
China's Economic Resilience and Transition
This chapter examines China's recent stimulus measures and their potential implications for various sectors, particularly amid the U.S.-China trade war's ongoing effects. It highlights the challenges China faces in shifting from an export-driven growth model to one focusing on private consumption, and discusses the competitive landscape marked by overcapacity and intense competition. The conversation also touches on investment strategies within the evolving Chinese economy and its significance in the Asia-Pacific region.
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