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The Four Big Structural Forces Holding Back China's Economy

Odd Lots

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China's Economic Dilemma: The Four Ds

This chapter examines the troubling decline in key economic indicators in China, emphasizing the factors impeding recovery post-COVID. It highlights the 'four Ds'—demand, debt, demographics, and decoupling—that characterize the structural challenges facing the economy. Additionally, the discussion touches on the government's reluctance to implement household stimulus, the historical context of China's growth, and the impact of political decisions on economic outcomes.

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