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.
This communication contains written material that is generic in nature and not related to a specific financial instrument. It is not personalised to reflect the circumstances of an individual client and therefore does not amount to a personal recommendation to any person. It does not contain any substantive analysis and does not and is not intended to recommend or suggest any investment strategy or opinion as to the future value or price of financial instruments of any kind. This communication is also made openly available at the same time to any investment firms wishing to receive it or to the general public on this ("Fidante Partners") website www.fidante.com. Recipients of this communication based in the EEA who are subject to regulation under MiFID should note that while they must make their own determination Fidante Partners Europe Limited ("Fidante Partners") is of the view that this communication constitutes a “minor non-monetary benefit”.