Robin Xing outlines US$12 trillion industrial bet and China's deflation trap
Morgan Stanley's chief China economist Robin Xing argues China is entering a fifth industrial revolution driven by physical AI, projecting US$12 trillion in incremental capital expenditure over the next decade.
3 MIN READ · 17 OCT
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In this story
Today's signals
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3 MIN · 17 OCTXi Jinping's top military body is down to two members
3 MIN · 17 OCTChina's chip exports hit US$45 billion in September as trade breaks records
3 MIN · 17 OCTXPeng opens vehicle platforms, chips and engineering tools to global partners
3 MIN · 17 OCTASML China sales surge as domestic EUV challenger makes debut
3 MIN · 17 OCTChina cuts NEV export rebate from 13% to 9%, effective April 2027
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