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by Chris Becker
Capital Economics are out with two important reports on the latest trade figures and state of the economy in China. Yesterday’s trade numbers for December shocked to the downside, and Capital’s view aligns with Houses and Holes that any slowdown in the Middle Kingdom’s economy is part of its structural re-alignment and not external ie: the Trump trade war.
The market sell-off in the final weeks of last year was driven in part by fears about an over-zealous Fed, but also by growing concerns about the health of China’s economy. So is it time to worry about China again?
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