Chinese macro has been struggling for arguably four years but it's important to look at trends that are interesting below the surface. Many people we hear from express some fresh concern about China's slowing growth.

ChinaApril07If China is truly moving to a consumption model, albeit slowly, consumer spending trends give us insight into the real economy even if the macro industrialized numbers are weak.

Last night China (FXI, quote) release Retail sales numbers for October. The survey came in a 11% y/y....

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