PERSPECTIVES Weekly: The Investment podcast cover image

Two elephants – tariffs and China growth

PERSPECTIVES Weekly: The Investment podcast

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Outlook on Chinese Equities: Short-Term Neutrality vs. Long-Term Growth

This chapter explores the performance of Chinese equities and investment strategies in light of current market uncertainties. While adopting a neutral near-term outlook, the speakers emphasize a positive long-term view, supported by anticipated fiscal measures to enhance domestic consumption.

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