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Not the first to opine on Australia being a bubble superimposed on China's capital spending...

Not the first to opine on Australia being a bubble superimposed on China's capital spending bubble, Andy Xie says the catalyst for a pop will be the lack of any major stimulus program from Beijing around the leadership changeover next month. China's leaders, he says, aren't about to launch a new capital spending drive while the previous one is yet to be cleaned up.
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