Trivium Neopol - Econ and Finance | Trivium China 15 Jun 2021

Dragon Boat Festival consumption disappoints

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We are pretty obsessed with the Chinese consumer.

The reason: Household consumption is key to China’s economic recovery.

Some context: China has seen a two-track recovery from the pandemic.

Investment and exports have boomed.But consumption has lagged.

If China wants to sustai...


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