Dragon Capital SELL

VU MR

Aug 18, 20264 pages

From the report报告摘录Industrial Momentum & Policy Shift: Industrial production surged 14.5% YoY (11.4% in 7M26), FDI at $15.2bn (+11.8% YoY) with 82.6% in manufacturing; CPI MoM decline confirms May peak (4.4% 7M26 avg), freeing policy room.

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