Thursday, 19 November 2015

The Best China Contagion Chart (and some other stuff)

From FT Alphaville:

Choose your own adventure, China contagion edition

An update from Alberto Gallo’s chart-chest:





We would suggest this is the correct way of thinking about China. The true level of GDP growth
is gonna always be an especially fuzzy metric so it’s the right hand
side of that chart — the effects of the slowdown — which matter and
allow you to track backwards.

Long form,

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