China's Currency Crash

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The Coming Collapse of the Chinese Yuan?

The Chinese Yuan is under pressure. This is because of a fundamental overvaluation of the Chinese real exchange rate of circa 20%, made stark in the wake of America’s technology export ban. But its fragility is being exposed by a ‘weaponization’ of the Japanese Yen. Fear the Yuan? Then, watch the Yen.

 

 

See our latest published research, Global View: The Coming Collapse of the Chinese Yuan? 17th August 2023

 

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