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Macro

China Commits to Easing Cycle as Property Crisis Forces Monetary Divergence

PBOC signals explicit support for RRR and rate cuts in 2026, departing from Western tightening as domestic demand crisis deepens.

7 min read ·
Geopolitics Markets

Beijing Lowers Growth Target to 4.5–5% as Xi Consolidates Economic Control

China's National People's Congress sets 2026 GDP target range, maintains 4% fiscal deficit, and accelerates tech-first strategy under centralized Party leadership.

9 min read ·