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Recent China research
|China: More debt, higher rates, “stable” RMB, Bo Zhuang, Trey McArver, 17 Mar 2017|
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The opportunities in China’s 12th Five-Year Plan
China’s Five-Year Plan for 2011–15 is nearing finalization before being submitted next March to the annual National People’s Congress. We expect it to aim at more balanced economic development, with support for consumption, energy savings and productivity improvements. Within this general policy framework, we believe that four policy areas will offer opportunities for...