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China Slowdown = Reduce Risk

373 Views28 Jul 2024 23:00
The slowdown in China has become unmistakable. The initiatives announced after the Third Plenum did little to address the problems of a weak real estate market and local government debt.
What is covered in the Full Insight:
  • Introduction - China Slowdown
  • China's Economic Indicators
  • Market-Based Signals
  • Inadequate Economic Rebalancing
  • Investment Implications
SUMMARY
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Cam Hui
Cross-Asset Strategist & Quantitative Analyst
Pennock Idea Hub
United StatesMulti-AssetCross Asset Strategy
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