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27th Feb 2025 18:57China+Daily Monitor

  • China’s technology & manufacturing policy will take centre stage at the Two Sessions next week.
  • Targeted consumption support will be ramped up; no big handout, but fiscal transfers should be supportive.
  • The bank recapitalisation provides ammunition for mid-year stimulus, to mitigate the trade war impact.

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Keywords for: 28 February 2025 China+ Monitor

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