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Obwohl der wirtschaftliche Aufschwung in China beeindruckend ist, war er doch heterogen und, basierend auf aktuellen Daten, wahrscheinlich nicht nachhaltig, sagt Gerwin Bell, Lead Economist für Asien im Global Macroeconomic Research Team von PGIM Fixed Income. Die chinesische Regierung hat überwunden geglaubte Muster wieder aufleben lassen, wie zum Beispiel steigende Außenhandelsüberschüsse und steigende inländische Verschuldung. Wir sprachen mit ihm über Chinas Schulden und die Auswirkungen auf den chinesischen Anleihenmarkt.
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