Growth picked up to 4.5% in the three months to the end of September, rebounding from a three year low as AI helped lift exports. That is still below the 5% recorded from January to March, and it sits at the bottom end of Beijing’s target of 4.5% to 5%. Exports helped make up for weak spending at home, but trade tensions and uncertainty over AI investments are clouding the outlook. Do you think the AI boom can keep this going?

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