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31st Jul 2023 16:24China+, Daily Monitor

  • China’s July official PMI reports markedly weak export demand, as production treads water...
  • ...The recoveries in services and construction are now fading, after promising surges post-reopening.
  • The new consumption initiatives are supply-side and do not amount to a short-term demand stimulus.

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Keywords for: 1 August 2023 China+ Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence