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The better-than-expected econ data for December has raised the prospect of a far shorter period of economic disruption from China’s messy exit from zero-COVID than most expected. Consequently, the focus is shifting from how long it will take the economy to reach this point of recovery to how long this economic bounceback will be sustained.
Previous report: On our radar – Double, double toil and trouble
The unfinished business of housing reform: China’s investment property overhang »