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24 January 2010


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The Friendly Lefty

Thanks for this article. Reading between the lines, you imply that there is a particular motivation of some kind behind these claims that overcapacity is the problem in China's economy. Could you give your thoughts on why this is and could you say give a description of the dangers of capacity constraint, because I am unfamiliar with this.

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John Ross

  • Is Senior Fellow at Chongyang Institute for Financial Studies, Renmin University of China

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