On The Winners And Losers Of The Great Chinese Rebalance

On The Winners And Losers Of The Great Chinese Rebalance by Bryce Coward, CFA, Gavekal Capital

Change can be hard, but change can also be good. At this very moment we are living through one of the largest and potentially destabilizing periods of economic change in the last century. It is the mirror image and reversal of the last great economic paradigm shift. It is China’s shift from an investment driven growth model to a consumption driven growth model. For some it is painful....

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