Webinar Registration

China’s “Anti-Involution” Campaign: Sizzle Or Beef?

July 29, 2026 – 10:00 AM (EST)

Mehran Nakhjavani will revisit 2025’s “anti-involution” campaign in China and examine the evidence for success in reducing excess industrial capacity, eliminating deflation and improving corporate profitability.

Question that will be addressed in this Webcast will include the following:

• Inflation has replaced deflation. What has caused this?
• The pace of GDP accelerated in Q1 but has eased off in Q2. Does this reflect slower manufacturing production, or other factors?  
• Export growth has acted as a relief valve to absorb excess manufacturing output. How sustainable will this be?
• Corporate earnings are in an uptrend. Does this reflect cyclical or structural factors?
• How have capital markets reacted, and what is the outlook for Chinese assets?

The Zoom call details will be forwarded in a calendar invite upon registration.