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4th Oct 2024 09:43China+Weekly Monitor

  • China’s stock market rally, against a backdrop of poor economic fundamentals, resembles 2015…
  • …when the stock market went through a boom/bust cycle long before structural reforms got under way.
  • History suggests China can take a while to find a good policy solution to difficult structural problems.

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Keywords for: 7 October 2024 China+ Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence