China's uncertain growth outlook and transition to sustainable growth require further fiscal policy stimulation to hit 5.0% growth in 2024, but the equity market is not yet reflecting these risks.
What is covered in the Full Insight:
China Economic Scenarios
China's 1-2yr Scenarios
Market Perspectives
U.S.-China Strategic Competition
Financial Markets
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
Unlock all research summaries
Follow top, independent analysts
Receive personalised alerts and emails
Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.