Goldman Sachs Exchanges cover image

Is China’s rebound for real?

Goldman Sachs Exchanges

00:00

Assessing Risk-Reward in Chinese Property Market and Equity Market Outlook

Exploration of the risk-reward outlook for investors in the Chinese property market, acknowledging challenges of a housing downturn but also noting stability in consumption dynamics. The chapter presents a balanced perspective on risks and emphasizes potential gains in equity markets in Asia driven by policy momentum and investor positioning.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app