Credit Writedowns
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Lewis Turning Point
China’s huge demographic challenges have already begun
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Amid plummeting trade growth, Chinese productivity trends are macro bearish
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China: First the credit writedowns, but then what?
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More on the China-bearish ‘factor mobilisation story’
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China: rebalancing through wage increases
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China losing competitiveness
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China’s lowering taxes should increase inflation
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Hard landing possible as Chinese inflation spirals ‘out of control’
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Thoughts on Commodity Prices and China’s Hydropower Push
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Food Price Controls in China As Inflation Becomes Issue
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