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Published on Friday, December 14, 2018 | Updated on Friday, December 14, 2018

China | Risk pendulum shifts to a fast growth slowdown

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Summary

Nov indicators are announced today, together with previously released trade and credit data, suggesting growth slowdown is faster than expectation despite the recent easing measures. A confluence of factors weighs on growth: dampened confidence of China-US trade tensions, the faded effect of front-loading exports and persistent tightening of domestic deleveraging.