When the ‘all clear’ sign finally does arrive, it could create a rush into Chinese equities that leaves many playing catch-up. —Reuters
WHILE much of the global financial community was glued to the latest plot twists in the Trump 2.0 show in recent months, investors would have been wise to pay more attention to what was happening on the ground in China.
Some money managers have described China as “uninvestable” over the past year, based on fears that China will face further deflation, deterioration in its struggling property sector, additional tariffs from Donald Trump’s new administration, a potential debt bust, and even ‘lost decades’ of economic stagnation.
