/terminal research library 969

Why China? A Macro Perspective

Publish Date: 03-11-2020

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Source: Matthews Asia

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Type: Article

Synopsis: In this issue of Sinology, we provide a macro perspective for thinking about whether an investor’s portfolio has enough exposure to China. We bust a few misconceptions—for example, private (not state-owned) companies are the engine of China’s economy—and explain how the country has become the world’s best consumer story. We assess the sustainability of China’s growth trajectory, and examine the key risks, from real estate to shadow banking and demographics.

Public Link: https://global.matthewsasia.com/insights/sinology/2021/why-china-a-macro-perspective/

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