bullish

What Are the Contagion Effects of a China Slowdown?

273 Views21 Aug 2023 05:54
SUMMARY
  • The market narrative is raising concerns about a China slowdown.
  • A review shows that the verdict from the market is the fears are overdone, though China faces long-term growth challenges.
  • The equity markets of U.S. and Europe are largely insulated from any China slowdown, though those of Asia and resource-producing countries are more exposed.
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Cam Hui
Cross-Asset Strategist & Quantitative Analyst
Pennock Idea Hub
United StatesMulti-AssetCross Asset Strategy
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