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5 matches for " shadow banking":
China's money and credit data released last Friday reaffirm our impression that the tightening has gone too far.
Korea's preliminary GDP report for Q3 will be released tomorrow.
China's growth can be decomposed into the structural story and the mini-cycle, which is policy- driven.
Monetary policy loosening over the last year implies that China's M1 growth already should be picking up.
The big difference in this round of stimulus is in the complete lack of easing on the shadow banking side.
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