FT: Euro fall would raise stakes for China/US

China reported disappointing trade numbers this week with exports and especially import levels far lower than expected, pointing to lower growth. But more importantly, analysts such as Stephen Jen, of London-based hedge fund SLJ Macro Partners and formerly the head of currency research at Morgan Stanley, believe that China is undergoing a major shift in the sources of growth, tilting away from investment-led growth to a more consumption driven model. […]

Read the original article on the ‘Financial Times’ website.

Posted on the 14/05/2012 at 8:33am by joana.