Statistics announced on Wednesday do much to challenge the view that sub-par Chinese consumer spending is to blame for the sluggish rebalancing of the world’s second largest economy away from an over-reliance on investment. For too long this opinion has obscured the crucial truth that China is actually host to the world’s best consumer story.
周三公布的統(tǒng)計(jì)數(shù)據(jù),讓以下觀點(diǎn)很難站住腳:全球第二大經(jīng)濟(jì)體擺脫過(guò)度依賴投資的再平衡過(guò)程之所以進(jìn)展緩慢,原因就在于消費(fèi)支出水平較低。太長(zhǎng)時(shí)間以來(lái),這個(gè)觀點(diǎn)掩蓋了一個(gè)至關(guān)重要的真相:中國(guó)事實(shí)上擁有全球最佳的消費(fèi)故事。
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