Your browser is currently set to block cookies. Not all features of our website will work as intended. Please turn on cookies or check if you have another program set to block cookies to allow full website functionality.
Macro Minutes: China: Reasons for Optimism
- The Chinese government has backed off its regulatory push that weighed heavily on sentiment since last year, removing a major headwind for equities moving forward.
- The Chinese government is actively stimulating and supporting the economy ahead of the National Party Congress this fall.
- History suggests a relatively quick economic recovery following the lifting of COVID-restrictions, and China’s June economic activity provided early signs of a rebound.