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Is China in the Macro Trap?

Morgan StanleyのAndy Xieによる"China: Macro Tightening, Property Bubble and Systemic Financial Risk "。10年前のアジア経済危機に似ていると指摘。こういう場合、最初に逃げるのはもっとも情報を持っている人、つまり政権に近い人たち、彼らが資本自由化を上手に使って逃げるのかもしれない。要注意。

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