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Wednesday, September 28, 2011

David Cui of BofA ML on China Hard Lading

David Cui, BoofA ML's top rated China analyst is out with a presentation on China's systemic risk in the event of a hard landing. He thinks there is still some downside risk but in the near term they appear oversold. He highlights the risks with a hard landing - which he believes won't happen until 2013. Given China's importance to the global economy I thought this research was particularly interesting.

China the Systematic Risks 11090934[1]

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