Strategy Report
China’s Consumption Recovery: Cyclical And Structural Outlook
Pent-up demand for consumer goods and services will boost Chinese household spending this year. Beyond the next 12 to 18 months, however, structural forces will likely drive Chinese household consumption growth lower than in the pre-pandemic era.
BCA Research | China Investment Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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