CHINA: When Will Stocks Catch Up With Surging Debt Markets?

1.3k Views26 Jun 2024 07:40
  • China's debt markets are experiencing an historic bull cycle as government and companies take advantage by ramping up issuances this year.
  • Beijing will use its healthy balance sheet and continued debt issuance to clean up local government debt and simultaneously address the property sector problems.
  • China's healthy external position will provide continued support for its currency and debt markets with equity markets to follow in the coming months.
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David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
EquitiesCross Asset StrategyThematic (Sector/Industry)