UBS On-Air: Paul Donovan Daily Audio 'A tale of two consumers'
UBS On-Air: Market Moves · Podcast owner
March 17, 20253m 34s
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Show Notes
China’s long-awaited plan to boost domestic consumption is here (as yet without much detail). Unlike the 2024 stimulus, these proposals seem to directly address consumers’ fear of the future. However, the international spillover may be limited. Economic nationalism means that China’s consumers have been less inclined to buy foreign goods.