Logo 18 Aug 2025

Macro wrap: Stimulus unlikely despite economic softening

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Exec sum

Industrial value-added (IVA) grew 5.7% y/y in July, down from 6.8% the previous month.
Fixed asset investment (FAI) fell 5.3% y/y, accelerating from June’s 0.1% decline – marking the first back-to-back monthly decline since the pandemic.
The su...