China's Q3 GDP grew 4.5%, slightly above expectations — powered by exports. Bu… · @Deep___White · TwKit

@Deep___White

China's Q3 GDP grew 4.5%, slightly above expectations — powered by exports. But retail sales crawled at 1.1% and fixed investment fell 7.2%. Two economies in one: factories humming, households cautious. Holding assets on both sides of the Pacific, I read it the same way every quarter: don't confuse a GDP beat with consumer confidence. Data over narrative. Every single time. #China #Economy

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