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1.

The gradualist model avoids political roadblocks

2.
Regime preservation, 30 Oct 2008

How political imperatives drive China’s economic policy

3.

Hurdles in equipment supply mean power shortages will persist

4.

No welfare boost for China

5.

Faced with a spreading global recession, China is taking initiatives to sustain growth

6.

Supply lags will cushion the price decline

7.
Country risk revisited, 26 Sep 2008

The overpricing of country risk stems from fundamental misperceptions – which, however, are here to stay

8.

Raw materials costs, not supply constraints, are driving prices higher

9.

Restructuring-driven investment will support growth, and the strong will become stronger

10.

The short-term impact will be limited as the government overcomes bureaucratic and regulatory obstacles

11.

Better government financing plans and growing industry sales still leave the sector’s potential unfulfilled

12.

Neither falling oil prices nor the fundamentals support an extended sell-off in natural rubber

13.

Legislation benefits companies as well as workers, while cost increase is exaggerated

14.

Agribusiness, housing and computer-related retail sales should weather the cycle well

15.

A consumer finance segment that will likely remain robust despite higher interest rates

16.

China responds to global slowdown by stepping up export sector restructuring

17.

Higher transport costs will affect supply chain decisions but relocation will not happen overnight

18.

The Western High-Speed Diameter in St Petersburg has become a live test case

19.

The Central Bank is steering the economy towards a soft landing

20.

Private capital chases digital and online media as diversification becomes vital

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