Beijing's latest round of economic stimulus includes a slew of measures to reignite demand and aid in the repair of household balance sheets. So far, the announcements are bold and appear forceful, and they have sparked a surge in risk markets sensitive to Chinese demand. But will words be matched by action and will the latest efforts to kick-start the Chinese economy be effective? This week, Yuting Shao from our Strategy Team in Hong Kong and Lauren Van Biljon, an emerging markets investor from Allspring Global Investments, join the podcast, unpacking what actions have been taken, which have the highest likelihood of success and where it leaves Chinese and emerging market assets over the long term.
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