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China’s Consumer Recovery Still Looks Uneven

Morning Brief

13m

Original podcast

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About this episode

China’s retail sector continues to show pockets of resilience, particularly in online consumption and services, but broader domestic demand remains subdued. As companies lean into AI, competition intensifies across ecommerce and consumer brands, and policymakers weigh further support measures, what is the real outlook for China’s consumer economy heading into the rest of 2026? Image Credit: ShutterstockSee omnystudio.com/listener for privacy information.