(1) Stir-frying China’s economic growth with lots of debt. (2) Don’t bet against a billion people. (3) China following Japan down the same road. (4) Chinese economy getting Botoxed as it ages and slows. (5) Premier Xi doing more of the same. (6) Social financing and bank lending at record highs. (7) A bit of good news: Shadow banking doing less of the lending, and capital outflows slowing. (8) Aging is a drag on China. (9) Improving margins.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →