Find above an interesting short video interview just screened on CNBC with Richard Jerram, Chief Economist at the Bank of Singapore, arguing that there is more downside risk in China due to past over- investment.
Nothing we don’t know already, but interesting to see the conga line of analysts now espousing this view.
Also worth checking out is the below CNBC video, with Credit Suisse’s Fan Cheuk Wan, who argues that China’s crackdown on fake exports was a driver of the weaker-than-expected trade figures.
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