Cracks are starting to appear in the China growth story according to Societe Generale analysts Wei Yeo and Claire Huang.
According to the analysts, it looks as if efforts by policymakers to cool specific sectors are having an impact on economic activity, while cost inflation is causing companies to curtail or postpone investment plans.
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China's plans to tackle the country's growing pollution problem has sparked concern among analysts since it was unveiled earlier this year.
The drive to cut pollution is unprecedented and is already having an impact on industrial activity. For example, Zhengzhou, the capital of Henan province, said it’ll suspend construction...