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Thank you. I always appreciate reading your comments on China’s policies.

Hope China’s policy makers eventually fix the social welfare and pension system to make it more equitable, and work out a better way to fund local government spending while managing moral hazard.

Perhaps in a future article, you might consider whether China’s economy has been suffering from a kind of liquidity trap and significant “shock and awe” levels of government spending (whether consumption or investment) is needed.

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Thanks for the comments and suggestion. Almost two years ago I were with confidence that China is not Japan post bubble. I still believe the difference is considerable, but would need to revisit your question some time soon.

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