China’s capital outflow problem is the real ticking time-bomb for markets.

Haven’t seen this mentioned much at all, but it could become a focus very quickly indeed.
Important read:

Why China’s RMB exodus IS the story

http://ftalphaville.ft.com/blog/2012/05/16/1002681/why-chinas-rmb-exodus-is-the-story/

Wondering if this is why the ES has been persistently weak the past weeks and the bounces are awfully lacklustre?

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