#Export-Led Growth
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The Export Unicycle: China's Precarious Economic Reliance
With domestic investment stalled by debt and consumption constrained by household balance sheet deleveraging, China's economy increasingly relies on a single engine: exports. This analysis dissects the three inherent physical limits, the perils of micro-level 'involutionary' competition, and the critical 2-3 year window before this 'export unicycle' hits its inevitable wall.