| Just so as we are not accused of being gloomsterish on China, here is the latest from JPMorgan’s Jing Ulrich. While risks of external shocks abound, she sees a more nuanced response from the central government than in 2008-09.
There’s already been some selective easing, and reserve requirement ratios for banks are, of course, expected to be further reduced this year. And there are some opportunities amongst the latest policy signals:..............................................Full Article: Source
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