Publicado en
China’s K-shaped economy is widening, with resilient exports and subdued domestic consumption. Over the next 6–12 months, we see a higher probability that global capex momentum persists than China delivers meaningful consumer-focused stimulus.
Investigación BCA | CoreMacro
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.
- Compartir informe
Compartir Report
Temas
Mantente conectado con BCA
Recibe nuestros últimos eventos y análisis de investigación directamente en tu correo.