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The gradualist model avoids political roadblocks
How political imperatives drive China’s economic policy
Hurdles in equipment supply mean power shortages will persist
No welfare boost for China
Faced with a spreading global recession, China is taking initiatives to sustain growth
Supply lags will cushion the price decline
The overpricing of country risk stems from fundamental misperceptions – which, however, are here to stay
Raw materials costs, not supply constraints, are driving prices higher
Restructuring-driven investment will support growth, and the strong will become stronger
The short-term impact will be limited as the government overcomes bureaucratic and regulatory obstacles
Better government financing plans and growing industry sales still leave the sector’s potential unfulfilled
Neither falling oil prices nor the fundamentals support an extended sell-off in natural rubber
Legislation benefits companies as well as workers, while cost increase is exaggerated
Agribusiness, housing and computer-related retail sales should weather the cycle well
A consumer finance segment that will likely remain robust despite higher interest rates
China responds to global slowdown by stepping up export sector restructuring
Higher transport costs will affect supply chain decisions but relocation will not happen overnight
The Western High-Speed Diameter in St Petersburg has become a live test case
The Central Bank is steering the economy towards a soft landing
Private capital chases digital and online media as diversification becomes vital
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