4min chapter

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The Next Chapter in Emerging Markets Investing | Marshall Stocker, Co-Head of Emerging Markets, Morgan Stanley

Forward Guidance

CHAPTER

China's Equity Market Outlook and the Potential for Economic Stimulus

This chapter discusses the current state of China's equity market, including the misallocation of capital in the housing sector and the potential for economic stimulus. It also highlights the inexpensive nature of Chinese assets and the cautious approach to fixed income rates.

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