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Noah Smith signals onset of Chinese capital depreciation cycle

Noah Smith signals onset of Chinese capital depreciation cycle
@Noahpinion: China faces depreciation cycle

Noah Smith indicates that China is entering a capital depreciation cycle. According to Smith, the initial phase automatically seems positive because the infrastructure and assets have recently been built.

Smith’s observations on China’s capital depreciation cycle align with his broader analysis of how major economic shifts can reflect underlying trends, as seen in his assessment that AI adoption trends mirror broader macroeconomic patterns. His recent exploration of AI firms’ debt repayment challenges further illustrates the complexities that arise when rapid investment meets evolving market realities.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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