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中国经济观察:“924”两周年,下一步是什么?-China Musings-9.24 Two Years On What’s Next
2026-10-21 18:38
September 24, 2026 03:55 PM GMT China is at the center of two market debates: Will Beijing implement another round of mini stimulus in light of weakening domestic demand, and how far can RMB strengthen? | | | China Musings | Asia Pacific 9.24 Two Years On: What's Next? Two years after the 9.24 pivot, we anticipate Beijing will provide targeted mortgage subsidies and faster renewable infrastructure capex to defend the growth floor, but this will likely be insufficient to break the self-reinforcing deleveragi ...