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China has hit Minsky’s iceberg

September 4, 2024 - 14:00 -- Admin

Stability leads to instability is China’s problem. Central planning has for so long hit growth targets via stimulus that its economy is now a debt-saturated laggard that spends so much repaying interest on unproductive assets that it can’t grow. Nowhere is this more obvious than local governments, so long the engine of outsized growth, and

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