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China Watch

China Watch

China on cusp of policy shift

The coming few weeks are likely to mark a turning point in Chinese policy. October’s data should provide the clearest evidence yet that inflation is fading. Signs of stress are building in the real estate market. Meanwhile, global risks are rising. In this China Watch we summarise our view on how Chinese policymakers will react and what this will mean for markets.

 

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This article is tagged with the following subjects: China, Macro-economics, Mainland China
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