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Country Focus

China PMIs Undershoot as Deflation Pressures Persist

by Felix-Antoine Vezina-Poirier, Chief Strategist  

The July PMIs and inflation data confirm that China faces a persistent low-growth, deflationary backdrop, with weak demand and tariff risk warranting defensive equity positioning. The Caixin manufacturing PMI fell to 49.5, while services ticked up at 52.6…

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