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X·宏观· Brad Setser (@Brad_Setser)·· 9 天前AI 评分21

With domestic sales of ~ 20m (absent a new incentive program) it isn't clear if export demand alone…

With domestic sales of ~ 20m (absent a new incentive program) it isn't clear if export demand alone…

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With domestic sales of ~ 20m (absent a new incentive program) it isn't clear if export demand alone and keep investment in the auto sector at its current, quite elevated levels -- looks like auto investment will be a drag on 27 growth, but I guess with China you never know 2/2

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