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🌏 Macro & Market Insight Why China Is Shaking Again — Weak Consumption, Real Estate Stress, and a Structural Turning Point A deep-dive into China’s 2025 growth slowdown and weak consumer spending — and how this shift ripples through Asia and global financial markets. 📅 Based on data and trends through 2025 📍 China, Asia, and global markets perspective 📚 Table of Contents Part 1. Why China Is Shaking Again — The Real Story Behind the Slowdown and Weak Consumption Part 2. When Chinese Consumers Stop Spending — Why This Is Not Just “China’s Problem” Part 3. Risks and Opportunities Going Forward — How Investors Should Look at China ※ This article is for macro & market learning and investment observation, not investment advice. Part 1 📉 Part 1. Why Chin...

Part 1 – 1 ① Background and Mechanism When the U.S. Federal Reserve (the Fed) cuts its benchmark rate, yields on U.S. bonds and deposits decline, which typically softens dollar strength. In fact, reports indicate that in 2025 the dollar index has fallen roughly 10 percent against major currencies. In summary, rate cuts can channel global liquidity toward emerging markets through the following mechanism: Lower U.S. rates reduce the expected return on U.S. fixed-income assets. Investors, seeking higher yields, are incentivized to shift capital into emerging-market assets such as equities and sovereign bonds. A weaker dollar boosts competitiveness for export-driven emerging economies, making them more attractive entry points for foreign investors. UBS noted that “when the Fed cuts rates and the dollar turns weaker, Asia and emerging markets tend to benefit disproportionately.” Stronger local currencies also lower import costs and improve investment conditions for emerging econ...