
The Investor's Guide to China: Japanification (#24)
The Investor's Guide to Asia
Deflationary Pressures and Currency Fluctuations
The chapter delves into the region's approaching zero CPI, signaling potential risks of a prolonged balance sheet recession and deflation. It also explores the resumption of consumer confidence in China, scarring effects of COVID, currency fluctuations between the renminbi and yen, and their implications on importers and exporters.
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