The Week in Markets - China Policies
Beyond Markets
00:00
The Chinese Housing Market Drops Line of Homes of a Living
This week is an exciting one for investors because we will have policy meetings of the central banks in the US, Europe and Japan all in the same week. This week is also a big week for the US reporting season because large cap tax stocks, including Microsoft, Alphabet and Intel are all reporting. We choose to focus on China first. The polybrow meeting that usually takes place towards the end of the month turned out to happen a week earlier. And then the property stocks had a fierce rebound today, be possibly triggered by short coverings,. But we think the market will not assume a housing recovery just based on the top down narrative but it will wait for concrete policy announcements to evaluate the outlook.
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