Can China slow slowly?

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Find a new note from Damian Klassen of Wilson HTM nicely summarising the challenge of Chinese rebalancing. Is it possible to slow slowly or must it be a step-change?

QuantStrategy 20130722-China How Slow How Soon by David Smith

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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.