China’s 2026 Risk Matrix: Property Crisis, Deflation, USD/CNY 7.50 & Taiwan Blockade Scenarios
A macro risk briefing on China’s 2026 setup—where property, deflation, currency defense, and political control collide. We translate dense risk memos into a clear scenario map: why China’s housing inventory overhang is systemic, how GDP can “hit target” while domestic demand collapses, and why Beijing’s policy choices create second- and third-order shocks globally.
Topics include: China’s property overhang (national vs Tier 3/4), the multi-year producer-price deflation problem, export-led growth and “exporting deflation,” Trade War 2.0 dynamics, tech and bio decoupling pressures, local…
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