Investor sentiment towards China has softened of late, driven by concerns about inflation, economic overheating and the possibility that tighter monetary conditions could cause a hard landing. Jun Ma, chief economist for Greater China and head of Hong Kong and China strategy at Deutsche Bank, says these pressures are set to ease in the coming months and that the outlook for Chinese equities is positive.
It wasn’t long ago that investors were concerned about rising inflation and the risk of China’s economy overheating. What has changed
Any risk of overheating has been contained in our view, with a hard landing highly unlikely. We always expected inflation in China...
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