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4th Dec 2025 20:37China+Weekly Monitor
  • China is likely to allow gradual and managed currency appreciation in 2026.
  • This will reinforce the show of strength which worked well for China during the tariff war.
  • The key is that exports are likely to hold up, despite modest CNY appreciation.

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Keywords for: 8 December 2025 China+ Monitor

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