demand from china is sure to drop very very much.
when china's government says 10% increase, we should beleive it is 5%. there is always boasted part in good things they announce.
when it says 10% decrease ( of course, it wont say it is decrease, instead it says Negative increase.:P), we should believe there is more than 10% decrease.
I know how businesses report GDP in china. the tax regime in china is incomplete. so they boast a lot when reporting GDP, in order to make their businesses more attractive.
here is the recommendation from analyst, page-14
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