This has been the consensus view for at least a few years now. Consequently, there has been a large fall in prices for companies benefiting from China, from min

This has been the consensus view for at least a few years now. Consequently, there has been a large fall in prices for companies benefiting from China, from miners to European tailors. I don't know if economists are in denial, but if anything asset markets still reflect a deep worry about China. I would rather worry about the flipside scenario, that China is in better shape than most Western analysts fear.