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摩根士丹利:中国正在实现再平衡吗?
摩根·2025-05-29 14:12

May 28, 2025 05:10 PM GMT China's 3D Journey - China Musings | Asia Pacific Is China Rebalancing? Not yet. The latest car price competition underscores how supply-demand imbalance continues to fuel deflation. There is growing rhetoric about the need for rebalancing, but recent developments suggest the old supply-driven model remains intact. Thus, reflation is likely to remain elusive. Since late last year, policymakers and official media have been creating an atmosphere of public opinion that opposes "invol ...