Slowing growth amid structural shift and global ripple effects

This cluster tracks China’s transition from an investment- and property-led growth model toward services, digital industries, and stronger domestic consumption, even as growth slows. Posts highlight headwinds such as a lingering property bust, cautious macro policy, youth unemployment, and IMF calls for more forceful reforms and stimulus. At the same time, developments like a stronger yuan, a pullback from state-backed digital cash, and evolving outbound investment reshape China’s financial footprint abroad and expose Europe and other economies to new forms of dependence and risk.