UBS Economics-China Economic Perspectives _China CFO Survey on Business Op...-108697808
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- 《UBS Economics-China Economic Perspectives _China CFO Survey on Business Op...-108697808.pdf》
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- H2 from H1 (50% vs 63%, on a net basis). Not surprisingly, respondents expect subdued
- reportedly considering more tariffs on Chinese goods, 85% of respondents in the survey
- expect higher US tariffs in 2025, though most expect them to be lower than 60%. In
- closing factories. But even so, 78% of manufacturing exporters believe their exportrelated businesses would fall.
- Overall business operations were softer in H124. In the latest survey, 55% of
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