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US Bull, China Bear
Moody's Talks - Inside Economics
China's Great Dilemma
Walden: Your views of China are that it's going to struggle here. Do I have that roughly right? You have that completely right. And so as we look forward, our view is China's GDP prior to COVID. Average 7.7%. Our view is starting with 2023 for the next 10 years. It's going to be about 3.5% ending at 2.5 by the end of 2032. That means at half the growth rate. So investors need to think about what that means in terms of growth and earnings per share growth.
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