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Should investors fret over talk of China heading for a ‘balance sheet recession’?

15 August 2023

China’s economy shows symptoms of a ‘balance sheet recession’, which can destroy wealth and confidence, force economic agents to cut spending, and create a debt deflation spiral and prolonged stagnation. So should investors worry?

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BNP Paribas Asset Management

Should investors fret over talk of China heading for a ‘balance sheet recession’?

This is premium content

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BNP Paribas Asset Management

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