China 2026 Consumption Beyond the Policy Playbook: BI Replay

On Demand

Duration: 60 Minutes

Original Date: September 29, 2025

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Join Bloomberg's Head of BI Asia Catherine Lim and Chief Asia Economist Chang Shu on Sept. 29 for a briefing on China Consumption into 2026. They will detail why their 4.1% retail-sales growth trajectory this year trails consensus and how that could influence the outlook in 2026. They will further assess the transmission of newly announced stimulus measures, how intensifying instant-retail competition (Alibaba, Meituan, JD.com, Douyin) is shaping spending on the mainland and near-term catalysts as we step into the National Day holiday (Golden Week) and Singles’ Day shopping festival next month. Attendees will leave with a clear view of winners, laggards, risks and catalysts as we step into 4Q and 2026.

China 2026 Consumption Beyond the Policy Playbook: BI Replay

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