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From:
Baiguan - China Insights, Data, Context
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China slowdown in August: which themes, sectors, and companies are showing structural growth? - Charts of the Week
https://www.baiguan.news/p/china-august-2025-macro-data-slowdown-weak-real-estate-consumption-investment-stimulus-baijiu-food-delivery-price-war-meituan-jd-alibaba-trade-in-evs-household-goods-gold-jewelry-laopu-gold-ip-retail-pop-mart-sportswear-on-asics-lululemon-cosmetics
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Key Sectors, Consumer Trends, Themes, and Companies Worth Watching
