Activity has bounced back from lockdowns but China’s economic recovery will become more challenging from here on as exports turn from tailwind to headwind and the property downturn deepens. Policy restraint means that stimulus will not fully offset these drags. Drop-In (Thurs, 28th July): Our Emerging Asia and China teams will be discussing what lies in store for the region’s exporters as global recession risks rise. Register here to join this 20-minute online briefing.
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