Comment on China Is leading a once-in-a-generation shift to inflation

China Is leading a once-in-a-generation shift to inflation

Reuters China's effort to move away from pollution-heavy industries is underway. At the same time, the US is cutting taxes and increasing spending. This will lead to a structural shift to inflation, says Louis Gave. At the Strategic Investment Conference 2018, Louis Gave, co-founder and CEO of Gavekal Research, talked about “game-changing policy shifts” and massive social changes that are underway in China. One of the most notable changes is Xi Jinping’s effort to pull the Chinese economy away from pollution-heavy industries.

 

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