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• Inside China – Talk is cheap but Xi will need to walk the walk

  by Jeremy Stevens Mon Nov 05 08:16:35 SAST 2018

  Xi, and key economic policymakers, have now spent weeks stressing that China will continue to encourage, support the development of the non-public sector, and promising “competitive neutrality” – essentially a …

  – Growth could decline below 6% in 2019

  by Jeremy Stevens Tue Oct 16 09:45:10 SAST 2018

  Arguably, investors may be too complacent about China. Growth may even fall below 6.0% y/y in 2019. The confluence of the pressure on trade, investment and consumption growth is unique, …

  Inside China – Liquidity is the real risk

  by Jeremy Stevens Tue Oct 09 07:53:30 SAST 2018

  China’s central bank has cut the reserve requirement ratio (RRR) twice in the last three months, and four times this year. The latest cut was the largest, at 100 basis …

  – A consumer slowdown - likely

  by Jeremy Stevens Tue Oct 02 07:05:37 SAST 2018

  The confluence of the US-China trade war and China’s fixed asset investment slowing down spells a marked slowdown in Chinese consumption. Still, retail sales growth beat expectations in August, which …