Nick Marro
nickm4rro
1/ Lots of good analysis on China's real GDP today on supply-side factors/exports powering the recovery, absent domestic demand--and how this is bad for imbalances. Close examination of official stats,
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China's FAI release today indicated further downwards revisions to historic series from Nov 2019 (by Rmb4.68trn), based on historic data from last month. This following the removal of Rmb3.6trn worth
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1/ Lots of good analysis out there on why the EU-China CAI is a bad decision in the context of Xinjiang, transatlantic partnerships, etc. But I also think that even
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