Opportunities and Challenges for Asset Managers after China’s Policy Reversals and Developed Market Slowdowns
2023年4月26日 上午10時至11時正
Our expectations for China’s growth in 2023 is based on two overarching factors: the reversal of significant policies, such as zero COVID and the real estate crackdown, as well as the expectation for broadening economic stimulus. A critical component of our expectation for additional stimulus is that it will be focused on consumption, rather than investment. While this differentiation will be a key determinant in asset performance, it is unlikely to be enough to avert recession in some of the mo...
