China's Second Quarter Slowdown Underway Amid Soft Consumption
Source: SeekingAlpha
2026-06-11 06:45:00 ET
By Lynn Song
Slowdown underway amid soft consumption and investment
China’s April data came in well below market expectations. Retail sales slowed to just 0.2% year-on-year in April, the softest month since 2022. Sales look likely to tip into negative territory in May. We are now seeing the negative side of front-loaded consumption from the trade-in programmes of previous years. Beneficiary categories are seeing big year-on-year drops....
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China's Second Quarter Slowdown Underway Amid Soft Consumption
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