"However, even the most long-standing bearish commentators like Michael
Pettis don't think a full-blown crisis in the cards, even in the unlikely
event growth tumbles precipitously from its current 7.5% level. Pettis
recently estimated that GDP need only grow by 3-4%, implying zero investment
growth, in order for median Chinese income to continue growing robustly,
ensuring social stability while the economy is weaned away from export-led
growth...."

Does "social stability" depend on such growth? Can't falling incomes _also_
maintain social stability. Even in Greece the political response to
Austerity has not really threatened such stability.

Scattered riots and miscellaneous actions on the left are hardly that
serious. Misery itself can be a bulwark of stability, generating passivity
rather than serious resistance.

Carrol


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