Rebalancing: What's Next for the China Growth Story?
Enterprising Investor · CFA Institute
October 12, 201112m 23s
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Show Notes
In episode #120, Michael Pettis reviews the growth track record of China over the past decades and discusses how rebalancing from an investment and export driven economy to a more consumption focused economy could take place going forward. He also discusses Renminbi internationalization and the impact that China's rebalancing could have on Australia and similar commodity exporting countries.