中国房地产策略研究报告 房地产企业研究
China needs to boost domestic consumption to sustain growth, as the growthmomentum from trade and investment is likely to moderate on an anemic G3 recoveryandahigh-base effect, respectively. Weexpectgovernmentpoliciesto beincreasinglyskewedtowardsthepromotionofdomesticconsumption and attractive long-terminvestment opportunities usually arise during a paradigm shift, just like they did inChina’s 11th five-year plan period (
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