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   <title>Surging China exports will hurt Manufacturing says UBS</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Surging+China+exports+will+hurt+Manufacturing+says+UBS/25020677.html</link>
   <description>&lt;p&gt;In a Global Economics and Strategy note providing a multi-asset rundown, UBS discussed China’s surging exports.&lt;/p&gt;&lt;p&gt;The analyst commented, “A second China&quot;shock&quot; to global trade is in motion, with its exports to EM in particular booming (going well beyond transshipping). The disconnect between China listco capex falling but credit growth to manufacturing still running 2x pre-Covid rates poses disinflationary risks to EM CPI and manufacturing margins, in our view.”&lt;br /&gt; &lt;/p&gt;</description>
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   <title>Surging China exports will hurt Manufacturing says UBS</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Surging+China+exports+will+hurt+Manufacturing+says+UBS/25020677.html</link>
   <description>&lt;p&gt;In a Global Economics and Strategy note providing a multi-asset rundown, UBS discussed China’s surging exports.&lt;/p&gt;&lt;p&gt;The analyst commented, “A second China&quot;shock&quot; to global trade is in motion, with its exports to EM in particular booming (going well beyond transshipping). The disconnect between China listco capex falling but credit growth to manufacturing still running 2x pre-Covid rates poses disinflationary risks to EM CPI and manufacturing margins, in our view.”&lt;br /&gt; &lt;/p&gt;</description>
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   <title>Surging China exports will hurt Manufacturing says UBS</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Surging+China+exports+will+hurt+Manufacturing+says+UBS/25020677.html</link>
   <description>&lt;p&gt;In a Global Economics and Strategy note providing a multi-asset rundown, UBS discussed China’s surging exports.&lt;/p&gt;&lt;p&gt;The analyst commented, “A second China&quot;shock&quot; to global trade is in motion, with its exports to EM in particular booming (going well beyond transshipping). The disconnect between China listco capex falling but credit growth to manufacturing still running 2x pre-Covid rates poses disinflationary risks to EM CPI and manufacturing margins, in our view.”&lt;br /&gt; &lt;/p&gt;</description>
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   <title>Surging China exports will hurt Manufacturing says UBS</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Surging+China+exports+will+hurt+Manufacturing+says+UBS/25020677.html</link>
   <description>&lt;p&gt;In a Global Economics and Strategy note providing a multi-asset rundown, UBS discussed China’s surging exports.&lt;/p&gt;&lt;p&gt;The analyst commented, “A second China&quot;shock&quot; to global trade is in motion, with its exports to EM in particular booming (going well beyond transshipping). The disconnect between China listco capex falling but credit growth to manufacturing still running 2x pre-Covid rates poses disinflationary risks to EM CPI and manufacturing margins, in our view.”&lt;br /&gt; &lt;/p&gt;</description>
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   <title>Surging China exports will hurt Manufacturing says UBS</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Surging+China+exports+will+hurt+Manufacturing+says+UBS/25020677.html</link>
   <description>&lt;p&gt;In a Global Economics and Strategy note providing a multi-asset rundown, UBS discussed China’s surging exports.&lt;/p&gt;&lt;p&gt;The analyst commented, “A second China&quot;shock&quot; to global trade is in motion, with its exports to EM in particular booming (going well beyond transshipping). The disconnect between China listco capex falling but credit growth to manufacturing still running 2x pre-Covid rates poses disinflationary risks to EM CPI and manufacturing margins, in our view.”&lt;br /&gt; &lt;/p&gt;</description>
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   <title>Surging China exports will hurt Manufacturing says UBS</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Surging+China+exports+will+hurt+Manufacturing+says+UBS/25020677.html</link>
   <description>&lt;p&gt;In a Global Economics and Strategy note providing a multi-asset rundown, UBS discussed China’s surging exports.&lt;/p&gt;&lt;p&gt;The analyst commented, “A second China&quot;shock&quot; to global trade is in motion, with its exports to EM in particular booming (going well beyond transshipping). The disconnect between China listco capex falling but credit growth to manufacturing still running 2x pre-Covid rates poses disinflationary risks to EM CPI and manufacturing margins, in our view.”&lt;br /&gt; &lt;/p&gt;</description>
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   <title>Surging China exports will hurt Manufacturing says UBS</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Surging+China+exports+will+hurt+Manufacturing+says+UBS/25020677.html</link>
   <description>&lt;p&gt;In a Global Economics and Strategy note providing a multi-asset rundown, UBS discussed China’s surging exports.&lt;/p&gt;&lt;p&gt;The analyst commented, “A second China&quot;shock&quot; to global trade is in motion, with its exports to EM in particular booming (going well beyond transshipping). The disconnect between China listco capex falling but credit growth to manufacturing still running 2x pre-Covid rates poses disinflationary risks to EM CPI and manufacturing margins, in our view.”&lt;br /&gt; &lt;/p&gt;</description>
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   <title>Surging China exports will hurt Manufacturing says UBS</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Surging+China+exports+will+hurt+Manufacturing+says+UBS/25020677.html</link>
   <description>&lt;p&gt;In a Global Economics and Strategy note providing a multi-asset rundown, UBS discussed China’s surging exports.&lt;/p&gt;&lt;p&gt;The analyst commented, “A second China&quot;shock&quot; to global trade is in motion, with its exports to EM in particular booming (going well beyond transshipping). The disconnect between China listco capex falling but credit growth to manufacturing still running 2x pre-Covid rates poses disinflationary risks to EM CPI and manufacturing margins, in our view.”&lt;br /&gt; &lt;/p&gt;</description>
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   <title>Surging China exports will hurt Manufacturing says UBS</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Surging+China+exports+will+hurt+Manufacturing+says+UBS/25020677.html</link>
   <description>&lt;p&gt;In a Global Economics and Strategy note providing a multi-asset rundown, UBS discussed China’s surging exports.&lt;/p&gt;&lt;p&gt;The analyst commented, “A second China&quot;shock&quot; to global trade is in motion, with its exports to EM in particular booming (going well beyond transshipping). The disconnect between China listco capex falling but credit growth to manufacturing still running 2x pre-Covid rates poses disinflationary risks to EM CPI and manufacturing margins, in our view.”&lt;br /&gt; &lt;/p&gt;</description>
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