The Communist Party of China (CPC) held its politburo meeting on July 30, the most important economic policy meeting in the middle of each year. This year's meeting (link) focuses on two issues: policy guidance in 2H (as usual) and the decision to hold 4th Plenary Session of the 20th Party Congress in October to discuss the15th Five Year Plan (2026-2030). Policy takeaways for 2H25: A shift towards structural rebalancing J P M O R G A N Asia Pacific Economic Research 30 July 2025 China: Our takeaways from th ...