16 Aug 2024
Trivium Markets keeps you briefed on the latest developments in China markets policy.
To view the macro wrap as a pdf, click here.
Exec sum
The economy continued to sputter along in July, with no major surprises.
Retail sales only grew by 2.7% y/y, up from 2.0% in June. Media headlines celebrated the increase in y/y growth, but consumer demand remains shockingly low.
In the absence...
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