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China

Where official statistics meet investor scepticism, and one of them is usually wrong. PBOC policy, supply chains, and the signals that ripple long before consensus catches up.

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China
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Paid Post The week in view

[CN] China's April PMI: Caixin at a five-year high, services in contraction

3 min read
Paid Post The day in view

[CN] China's April PMI holds at 50.3, but front-loading and services contraction tell a different story

3 min read

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