China’s Unbalanced, Uncoordinated and Unsustainable Growth Model
I recently took two trips to China just as the government launched its 12th Five-Year Plan to rebalance the long-term growth model. My meetings deepened my own impression and the long-standing RGE view of a potentially destabilizing contradiction between China’s short- and medium-term economic performance: The economy is overheating here and now, but China’s overinvestment will prove deflationary both domestically and globally.
For more of my latest analysis on the future of China, please read: China’s Unbalanced, Uncoordinated and Unsustainable Growth Model available to RGE clients.
4 Responses to “China’s Unbalanced, Uncoordinated and Unsustainable Growth Model”
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