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Economic Research

The China Effect

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Last week the correction of bubbly Chinese equity markets, triggered by the removal of some excess liquidity and other factors reducing inflows to domestic markets, contributed to a smaller global equity correction. While the correction was short-lived, the episode illustrated one of the ways in which Chinese dynamics have been influencing global asset markets. Many of the most optimistic scenarios for global growth revolve around China, counting on its fiscal stimulus supporting domestic and foreign demand.

This week we assess the direct and indirect influence that China has on global[...]

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