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[1] Pettis, What will it take for China to grow at 4-5 percent, Carnegie Endowment.
[2] Leng, China’s GDP could be half of reported number, SCMP.
[3] Should China spend more on infrastructure?, The Economist.
[4] Wei & Xie, China’s 40 year boom is over. What comes next?, Wall Street Journal.
[5] Yuxuan & Yang, Part II: Daokui Li on local government debt, The East is Read.
[6] Rogoff, Diminishing returns on real estate threaten economic growth, East Asia Forum.
[7] China property crisis in charts, Bloomberg.
[8] Sharma, China’s economy will not overtake the US, FT.
[9] Lauren Johnston quoted in Nikkei Asia.
[10] Wei & Xie, Communist Party priorities complicate growth revival plans, Wall Street Journal.
[11] Graham, China’s overcapacity threatens global green good trade, Atlantic Council.
[12] Pettis, op.cit.
[13] Di, Will there be a new round of overcapacity reduction in 2024?, Economic Observer.
[14] Dempsey, China battery plant rush raises fears of global squeeze, FT.
[15] Li & White, Chinese electric vehicle groups braced for wave of consolidation, FT.
[16] Xuan & Cheng, Chinese solar firms feel squeeze, Caixin.
[17] Hua & Dvorak, China’s spending on green energy is causing a global glut, Wall Street Journal.
[18] Goldman Sachs study cited in the Wall Street Journal.