Despite mounting pressure from US tariffs and a lingering property crisis, Chinese stocks are on a tear. In the past month alone, onshore equities have surged by nearly a trillion dollars in value. The Shanghai Composite has reached a decade-high and the CSI 300 has moved into bull market territory. Behind the market’s exuberance, economic indicators such as weak consumption, falling home prices, and sluggish inflation are flashing warning signs. Vasu Menon, Managing Director of Investment Strategy at OCBC Bank, unpacks the disconnect between China’s fragile economy and its surging markets and explores what it could mean for investors.
Produced/Presented: Ryan Huang
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Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek