US analyst / Sinology
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Asia Society Policy Institute · United States · Xi holds the line: no big stimulus as China fights deflation and the Iran shock
Frames 2026 as a 'year of rebalancing' in name only: Xi's commitment to dominate high-value manufacturing makes a consumption-led fiscal pivot unlikely, keeping household savings captive to fund the tech build-out.
“Xi's drive to dominate high-value manufacturing makes a comprehensive consumption stimulus unlikely; savings stay captive to the technology push.”