Emerging Markets - Green Shoots in China

Emerging Markets - Green Shoots in China

 

Is China on course for growth stabilisation in 2019? Our latest report analyses what the fiscal and credit stimulus could mean for China's economy.

 

  • The recently announced fiscal and credit stimulus in China should be sufficient to create a growth stabilisation in 2019. First signs of a Chinese growth stabilisation were already visible in the first two months of the year, before the stimulus measures were announced.
  • We think that as these measures take effect, shares in Chinese and Hong Kong companies, as well as Western companies with a large exposure to China, should provide a tactical investment opportunity for 2019.

 

To read the full report click here.

 

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