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Stephen Roach Warns of Disaster From Our 'Sinophobic' China Policy
Odd Lots
Focus on Investment and Export Machine
China excels at stimulating demand for new investment infrastructure and manufacturing capacity to support export-led growth. However, the country struggles with stimulating internal private consumption despite numerous lectures and efforts to emphasize consumer-led rebalancing. The focus of Chinese government policies, such as the upcoming third plenum, tends to lean more towards ideology and governance rather than addressing critical issues like consumption, industrial policy, and productivity.
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