China’s industrial output rose 5.2% y/y in December, but retail sales slowed to 0.9% and investment contracted in 2025, highlighting an uneven recovery. Weak property and consumption keep pressure on policymakers to boost growth in 2026.
China’s economy grew 4.5% y/y in Q4, its slowest pace in three years, while full-year 2025 growth met the 5% target. Strong exports offset weak domestic demand, underscoring persistent structural risks.
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China's 5% growth hit 4.5% in Q4, exports strong but domestic demand weak. Watch for tariffs & property market risks.
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China’s new home prices fell 0.4% m/m and 2.7% y/y in December, the steepest annual decline in five months, Reuters reported. Weakness remains widespread across cities, highlighting the ongoing drag from the property downturn despite policy support.
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