Head of China Research - Forsyth Barr Asia, Forsyth Barr Asia

David Millhouse

Head of China Research - Forsyth Barr Asia

Forsyth Barr Asia

Macroeconomics

<p>China Q1 GDP is due out on April 15th, and we see downside risk to the markets 7% forcast. We have written several notes YTD on the downside risks to China growth, and how we believe several more actions are needed to address structural risks which is hindering economic momentum. We expect accelerated easing measures in multiple channels in the near term.</p>

China Q1 GDP is due out on April 15th, and we see downside risk to the markets 7% forcast. We have written several notes YTD on the downside risks to China growth, and how we believe several more actions are needed to address structural risks which is hindering economic momentum. We expect accelerated easing measures in multiple channels in the near term.

CHINA MACRO:  We still expect more loosening near term. 

China

iShares MSCI China ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track the performance of the MSCI China Index. The Index is a free float adjusted market cap weighted index designed to measure the performance of equity securities in the top 85% in market cap of Chinese equity markets, as represented by the A-Shares, H-Shares, B-Shares, Red Chips, & P-Chips.

iShares MSCI China ETF (MCHI US)

CHINA MACRO: We still expect more loosening near term.

China Q1 GDP is due out on April 15th, and we see downside risk to the markets 7% forcast. We have written several notes YTD on the downside risks...

David Millhouse