Strategy Report
China's Excess Capacity: A Cyclical Or Structural Problem?
A global comparison suggests that China's capacity utilization does not appear particularly weak compared to other countries. The excess capacity problem is not unique to China, and therefore cannot be explained by China's investment-driven growth model. Chinese stocks have been unduly punished by the "overcapacity" stigma, which is unwarranted and will eventually correct.
BCAリサーチ | China Investment Strategy
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