Politburo Pivots to 3 New Growth Sectors, Reshaping Global Supply Chains
China's midyear Politburo meeting signaled a strategic shift away from real estate stimulus toward AI, semiconductors, and new digital infrastructure. This targeted approach will alter procurement patterns, logistics demand, and trade dynamics, while a conciliatory trade stance aims to ease friction with key partners like the EU.
Source: Scmp Editorial (hk) · SCMP Editorial