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MRB Webinar Chinas Anti Involution Campaign Sizzle Or Beef July 2026

Jul 30, 202613 pages页

From the report报告摘录Anti-Involution Policy Risk: Critical assessment needed to distinguish minor market noise from major geopolitical risk, directly impacting EM exposure, capital flows, and portfolio risk allocation.

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

China’s “Anti-Involution” Campaign: Sizzle Or Beef?

l Usage in the context of economic policy from Politburo Economic Meetings July 2025

l Curiously translated as “involution” in English

l Has become shorthand for margin compression and unhealthy competition caused by excess capacity

l Various “Anti-involution” policy initiatives have been announced since then

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Macro Implications of “Anti-Involution”

l Rationalizing excess capacity -> slower growth of manufacturing

l Raising capacity utilization while GDP growth decelerates

l Prices stop falling, inflation returns

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