Macro Trends China FY25
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Industry Analysis
Industrial production rose 6.4% y/y, led by strong gains in equipment and high tech manufacturing (10.2% and 9.5%, respectively)
Emerging Trends
Investment was mixed infrastructure spending grew 4.6% y/y in Jun25, but the property sector continued to shrink
CrispIdea Outlook
On the external front, exports provided temporary uplift, contributing 2.1 ppts to GDP growth amid front-loaded global demand and a weak yuan. Yet, external pressures including tech restrictions and weak global demand re-emerged in Q2, with PMI export orders slipping.
Table of Content
Executive Summary
• Macro Economic Update
– Global
• Macro-Economic Performance
– China
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