CLEAN : Analyst comments on Chinas GDP figures

The transcript discusses the reliability of reported economic numbers, particularly GDP growth figures, and argues that these numbers often understate volatility. It emphasizes the importance of focusing on debt servicing capacity rather than just GDP growth, highlighting that the growth in debt is unsustainable compared to the growth in debt servicing capacity. The discussion suggests that lower growth numbers could indicate a positive rebalancing in China's economy.

What is the speaker's opinion on the reported GDP growth numbers?

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What does the speaker suggest is more important than reported GDP numbers?

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According to the speaker, what is the relationship between debt servicing capacity and reported growth?

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Why does the speaker believe that lower growth numbers could be beneficial?

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What concerns does the speaker raise about the sustainability of debt growth?

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