In this paper, we discuss:

  • Why China’s recent growth slowdown reflects an uneven structural transition rather than broad-based economic decline.
  • How weakness in domestic demand, private investment, and property continues to weigh on economic growth.
  • Why advanced manufacturing, semiconductors, high-tech industries, and exports remain key sources of resilience.
  • How China’s economic performance remains comparatively strong despite slower GDP growth and significant structural challenges.

Download the PDF: China Slowdown – August 2026

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