
#11 - Macro Sunday: 3 scenarios for the Chinese response to the RE malaise
Macro Mondays
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Analysis of the Chinese Economy and Challenges
This chapter examines the current state of the Chinese economy, focusing on the lack of government support for consumers, slow recovery in the industrial complex, balance sheet recession, troubles in the real estate sector, and temporary liquidity measures. It concludes with a cautious outlook on China's long-term prospects.
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