Logo 15 Dec 2023

The good, the bad, and the ugly

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China's November econ data may be the nail in the coffin for a consumption-led economic recovery.
Per data released by the stats bureau (NBS) on Friday:

Retail sales of consumer goods grew 10.1% y/y, up from 7.6% in October.
Industrial value-added (IVA) increased 6.6% y/y, up from 4.6% in October.
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