Episode Details

China’s manufacturing cooled slightly in May, but still expands—exports remain strong, especially to Europe and Southeast Asia, buoyed by autos, tech, and AI. Energy security shields it from global shocks, avoiding inflation. Yet domestic demand lags due to property market woes, and growth targets are at historic lows. Trade optimism with the U.S. could spark recovery, but global oil prices and energy stability will decide the path ahead.

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