Another big China debate

This one goes deeper than the recent flap over the renminbi and deeper even than the question over whether China's economy will slow or slump in 2H this year (as we said last issue, our money is on a slowdown). This debate revolves around the issue of whether China's growth story has peaked in a fundamental way, having run out of growth drivers. Are we, perhaps, entering a post-China world?

China Confidential Funds

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Other Articles on this Issue

• Financial China

  Mini-boom in grassroots finance

  Select financial charts

  Village and town banks – part of the future?

  Microcredit companies find their feet

  Rural community credit ratings

• The Best of Chinese Commentators

  A-share outlook

  Exchange rate reform?

• Funds Data

  Flows to Taiwan surge

• The Big Call

  Rural China starts to take off

• Consumer China

  A new consumer cohort

  Johnson & Johnson's Dabao – universal winner

  Chongqing Chang'an Automobile

  TCL Corporation - TV giant

  Henan Huaying – recent listing boosts production capacity

  Xtep – popular with discretionary rural consumers

  Anta - growing margins

• Capital Intensive China

  Farmland sales – a quiet revolution

• Guest Column

  Growing trade ties with Latin America

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