Caixin Deep Dive: The Consumption Conundrum Dividing China's Economists

China's top economists are locked in a fierce debate over whether the country's consumers are truly weak or just misunderstood — an argument that could determine whether Beijing bets on households or more heavy industry. Note: The conversation segment of this episode was generated using AI and has been edited for accuracy. It is based on this Caixin story: In Depth: The Consumption Conundrum Dividing China's Economists Subscribe now to unlock all coverage from Caixin Global and The Wall Street Journal for just $200 a year, enjoying a 66% discount.  Group discounts are available — contact us for a customized plan.