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A month or so old but still good stuff from Leland Miller of China Beige Book:
- China growth model is finished.
- “Common prosperity” a paradigm shift.
- Current commodities a speculative bubble.
- Property stimulus expansions over but no Lehman moment.
- Structural slowdown and Japanifaction ahead.
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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.
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