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“The stock exchange is asking them to clarify all this newspaper speculation.”
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“I think things are coming to a pause with Yang stepping down.”
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“Exports to the U.S. and EU have been a key source of China's GDP growth and that's not a sustainable growth model. The other key concern is whether investment will rebound. If it stays at below 30 percent I'll feel more comfortable.”
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“I am turning cautious on China equities. Growth has been fully priced in and re-rated, and a 'China premium' is re-emerging.”
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