In Conversation with GROW: Will the China market rally continue after the recent pullback?
Beyond Markets
00:00
The Importance of Predictability of Policy
The risk of recession is now slightly higher because of the potential credit crunch. And clearly, if the US is going into a recession, it will definitely be hard for any equity market, including the Chinese equity market to do well. The other thing that we're watching is clearly geopolitics. Now, I'm sure you've watched the TikTok hearing and President Xi Jinping is just back from Russia. But at the same time, China is still one of the biggest trading partners with the U.S. It's very difficult to reconcile all these facts in this case.
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