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China property: new stimulus is on the way as Politburo pledges to cut housing inventory, say analysts

A new wave of property stimulus measures is brewing that should fuel a recovery in market sentiment across China as the country’s top decision-makers pledged to tackle housing inventories, according to analysts.

Careful with long-term financial cycles

A long-term financial cycle has coincided with, and bolstered, the current investment cycle. That s good and bad news for India s growing economy. The outcome is a higher investment-to-GDP ratio. But there is need for caution. If the financial cycle runs ahead of the business cycle unchecked, eventual stresses could be severe, worsening the inevitable downturn.

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