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Overall, de-stocking has not even started, said Barclays analysts led by Yiping Huang out of Hong Kong.
FORBES: The China Chill Factor: Growth Potential Now Borders 'Hard Landing'
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The most fundamental question relates to the assessment of potential growth, Barclays analysts led by Yiping Huang wrote.
FORBES: Estimating China's New Growth Potential
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Yiping said that they think policy reforms and economic forces should be able to address many of these issues.
FORBES: What Could Derail A Middle Class China?
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The risk to China is on the upside, Barclays Capital economist Yiping Huang has said over the last few months.
FORBES: China May Be Down, But Nowhere Near Out
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Although rebalancing has so far been driven mainly by changes in Western markets, economic reforms will be critical for furthering change in China, says Yiping.
FORBES: China, On The Road To High Income Country Status
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The long-awaited structural shift in China is now under way and may have been underappreciated, says Yiping Huang, an economist for Barclays Capital in Hong Kong.
FORBES: China, On The Road To High Income Country Status
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To derive an alternative measure, Yiping Huang and his colleagues at Barclays Capital, an investment bank, have tried to pick out those retail sales that are likely to reflect consumer purchases.
ECONOMIST: At least one of China��s economic imbalances is narrowing