Monday, June 16, 2025

The Chinese Consumer

The myth of the suppressed Chinese consumer
https://www.ft.com/content/bf1e8755-de42-4ef3-97bf-1215d8bf894e
In reality, the country has the fastest household spending growth rate of the 21st century.

Related:
China Is Unleashing a New Export Shock on the World
https://www.nytimes.com/2025/06/17/business/tariffs-china-exports.html
As President Trump’s tariffs close off the U.S. market, Chinese goods are flooding countries from Southeast Asia to Europe to Latin America.