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China: Let the Deleveraging Begin
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China: Let the Deleveraging Begin

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Asia Sentinel
May 13, 2014
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China: Let the Deleveraging Begin
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Despite widespread concern for years over imbalances in China’s economy and financial system, it has been impossible to find a specific trigger that might lead to conclusion that an unwinding was imminent. But the picture is clearing, and not for the better.

In September 2012, macro conditions were similar to what is going on now, including a string of w…

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