As the rebound from the end of Xi’s zero-COVID policy works its way out of the system, the Chinese economy is set to slow, since its traditional export- and investment-led growth has run its course: Exports are no longer the boon they once were, and we expect a slowdown in overseas demand as a result of a slowing global economy and ongoing de-risking efforts by the US Investment will continue to play a key role, but its capacity to stimulate…
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