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China has successfully resolved many such paradoxes in its30 years of reforms and the chances are high that it can do soagain. However, the risk that something may go fundamentallywrong with the Chinese economic model as it tries to navigatethe transition from investment-led growth dominated bystate-owned enterprises and banks to consumer-led growthdominated by the private sector is probably the greatest risknow facing the world economy. Like the breakup of the euro, thisis a risk with low probability but potentially huge impact. Bycomparison, whatever the Fed may or may not decide about U.S.monetary policy is a sideshow. Judging by recent marketbehavior, investors are coming to this conclusion. |
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