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China’s supply-side 'anti-involution' push may hurt short-term growth but aims to cure ...
Julian Evans-Pritchard of Capital Economics says Beijing’s ‘anti-involution’ drive is a necessary shock to address industrial ...
Eugene Hsiao of Macquarie Capital unpacks China's anti-involution strategy, and how its evolved from previous supply-side ...
Amid cutthroat competition, China’s economic planner takes aim at how government-backed investment funds are being spent, ...
As China reshapes industrial priorities, Mingtai accelerates its evolution: • Technology Breakthroughs: Developing ...
“内卷” 一词在中国广泛流传,用来描述一种过度竞争导致收益递减的状态。 也就在今年 7月,anti-involution(反内卷)在国际市场上流行开来,足见海外投资者对中国政策变化的关注。 近期,资本市场情绪明显升温, A股一度突破3600点大关,“再通胀交易”似乎开始抬头,这令人始料未及,毕竟我国已连续33个月出现PPI收缩,约80%的工业行业同比价格下降。
The project could herald further policy support for the economy, as the boost from the trade-in programmes fades, Hong says.
ICICI Securities is bullish on Chemplast Sanmar recommended buy rating on the stock with a target price of Rs 515 in its ...
Where Beijing once celebrated its manufacturing and export prowess, it now openly discusses the need to curb “involution”.
China's top leaders have pledged to support an economy that is facing various risks, by managing what is viewed as disorderly ...
摘要:最近中央城市工作会议、政治局会议都讨论了反内卷、治理企业无序竞争和产能过剩的问题。笔者认为,中国产业内卷式竞争形成的因素是综合的:1.先天的资源禀赋和文化因素,2.市场机制发育不完善,政府不当干预,导致的供给侧紊乱、产能过剩问题;3.居民分配占 ...
Therefore, the upgrading of PX capacity has always been driven by the policy. It's just a shift from the earlier energy-saving and carbon-reduction policy to what is now being termed as ...
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