Life in the fast lane: While economic growth slows, Chinese equities need not follow the same path
Deep Dive into Chinese equities
Siguo Chen of RBC Global Asset Management
On the face of it, life in China is returning to some sense of normality. Domestic travel bans were lifted in the middle of 2020, restrictions on dining out have been relaxed and slowing manufacturing abroad has even led to a surge in exports.
Normalisation cannot come soon enough for policymakers who are reluctant to add stimulus, increasing an already high debt burden. Consumption is expected to pick up the slack, but this could be optimistic...
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