Gavekal Dragonomics RSS Feeds https://gavekal.com/feeds.cfm Gavekal en-us Wed, 10 Jun 2026 12:37:05 +0800 Wed, 10 Jun 2026 12:37:05 +0800 https://gavekal.com/feeds.cfm support@gavekal.com (Gavekal) support@gavekal.com (Gavekal) Infrastructure Is Still The Preferred Stimulus http://web.gavekal.com/node/26019/view China's government promised that it would use fiscal policy more to support growth in 2025, and indicated that this would be a different stimulus: a shift away from past years' heavy reliance on low-return infrastructure projects. But Xiaoxi and Wei argue that an analysis of how local governments are using the money reveals more modest changes.... China,China,Commodities and Energy,Equities,Fixed Income,Ideas,Infrastructure,Real Estate,Wei He,Xiaoxi Zhang, Mon, 14 Jul 2025 00:00:00 +0800 http://web.gavekal.com/node/26019/view http://web.gavekal.com/node/26019/view#article-comment