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The Long-Term Outlook for China Growth
There's been some concerns about the economic recovery slowing a bit. But if you put this into perspective, these are longer-term trends as I understand it that are playing out. Over the longer term, what's really going to drive growth are key sectors like housing and exports. We're not expecting as much external goods demand as we have seen in past China expansions. It's likely to be more inward focused and more services oriented.
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