https://gavekal.com/feeds.cfm Gavekal en-us Wed, 10 Jun 2026 12:37:07 +0800 Wed, 10 Jun 2026 12:37:07 +0800 https://gavekal.com/feeds.cfm support@gavekal.com (Gavekal) support@gavekal.com (Gavekal) http://web.gavekal.com/node/27243/view The rise in global oil prices driven by the unfolding Iran conflict has one silver lining for China: it will make it easier for the government to fulfill its pledge to "steer general price levels back into positive territory." The mechanical effects of higher commodity costs will almost certainly drive headline price measures out of their long run of deflation in coming months. But Thomas and Wei point out that cost-push inflation in an environment of weak demand is going to be negative for China's corporate margins, investment and real growth.... China,China,Ideas,Inflation/Deflation,Money and Inflation,Money and Inflation,Thomas Gatley,Wei He, Thu, 12 Mar 2026 00:00:00 +0800 http://web.gavekal.com/node/27243/view http://web.gavekal.com/node/27243/view#article-comment