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Country Focus

China: Strong Seasonal Credit Not Enough To Exit Deflation

by Felix-Antoine Vezina-Poirier, Chief Strategist  

China’s January monetary and credit data was solid. New yuan loans increased by CNY 5.1 trillion, while aggregate financing was up by 7.1 trillion. M1 also increased after contracting 1.4% y/y in December. Seasonality plays a big role in China from…

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