Is China exporting its economic problems?

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It’s a tale of a two-speed economy. China's economy surprised analysts on the upside in the September quarter - but the headline growth figure masks a widening divide. Industrial activity is powering ahead, while retail spending remains far more subdued - raising fresh questions about the strength of China’s consumer economy. So why are Chinese households still reluctant to spend? And as factories keep producing at pace, is China increasingly exporting its economic pressures to the rest of the…