Goldman Sachs Sell-side卖方

Global Markets Daily China’s Balancing Act Needs a Stronger Yuan and Stronger Demand

Aug 6, 202610 pages页

From the report报告摘录Trade-Demand Bifurcation: Record $125bn trade surplus (June) contrasts with deteriorating domestic demand (Q2 GDP 1-2% yoy, retail sales below pre-COVID trend), creating structural reliance on exports amid weak…

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