China

China Approves First Five-Year Plan for Expanding Consumption: 60 Trillion Yuan Retail Sales Target by 2030

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China expanding consumption plan chart: retail sales 50.1 trillion yuan in 2025 and around 60 trillion yuan target for 2030

BEIJING: China’s State Council has approved the 15th Five-Year Plan for Expanding Consumption (2026-2030), the country’s first five-year plan devoted entirely to consumption. The plan targets total retail sales of consumer goods of around 60 trillion yuan (roughly USD 8.85 trillion at current exchange rates) by 2030 and pledges to raise household incomes through multiple … Read more

Source Stream: EM Capital Flows, Commodity Positioning and China Packaging | July 2026

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Nonresident portfolio flows to emerging markets registered a second consecutive monthly outflow in June 2026, at -$17.8 billion, according to the IIF Capital Flows Tracker. CFTC Commitments of Traders data as of June 23 shows managed-money funds net short on corn, wheat and sugar, while holding large net long positions in live cattle and coffee. … Read more

Source Stream: AI in Finance, a US-China Confidence Split, and Europe’s Post-COVID Rebound

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Agavart Source Stream, 10 July 2026: Mills Review on AI in finance, US and China business outlook, EU Parliament rejects soybean biofuels phase-out, and Europe post-COVID rebound

Source Stream brings curated briefs from official global reports, each with a link to the original. This week the reports span the future of AI in finance, the mood of business worldwide, and a major EU vote on biofuels: a UK review on how artificial intelligence could reshape retail financial services, fresh sentiment surveys showing … Read more

World Bank China Economic Update July 2026: Growth to Slow to 4.4 per cent as Domestic Demand Stays Weak

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World Bank China Economic Update July 2026 GDP growth forecast infographic by Agavart

The World Bank China Economic Update July 2026 projects China’s economy to grow 4.4 per cent in 2026, down from 5.0 per cent in 2025, as a prolonged property downturn and cautious consumers weigh on domestic demand. Strong exports and high-tech investment are cushioning the slowdown, but the Bank says the shift towards consumption-driven growth … Read more

China’s Factory Prices Climb to a Near Four-Year High as Consumers Hold Back

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China factory prices and consumer prices, June 2026: factory-gate PPI up 4.1 per cent, CPI up 1.0 per cent, the strongest since July 2022

Beijing, 9 July 2026. China factory prices rose at their fastest annual pace in almost four years in June, even as consumer prices barely moved. The split sends a clear message to Europe and the United States: the cheap, deflationary China of the past decade is quietly changing shape. Primary source: National Bureau of Statistics … Read more

China Builds New Growth Model Around Data and Industrial Clusters, Says WEF Report

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China's new industrial model, WEF: industrial output up 6.2%, carbon emissions down 11%, solar costs down 90% over 15 years

China industrial transformation 2026 is taking a new direction, with growth built around digital infrastructure, local energy systems and industrial clusters rather than traditional manufacturing expansion alone, according to the World Economic Forum’s report, Inside China’s Industrial Transformation (June 2026). The report argues that China is shifting to an efficiency-led model combining data, clean energy and cluster-based industrial policy.

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