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When Can Investors Return to China?
Structural change in the outlook for China or a buying opportunity for an oversold equity market?
China and the US have indisputably been the main players on the global economic stage over the last twenty-five years. Very broadly speaking:
China’s rapid domestic economic expansion has been the engine of global demand growth.
The US has been the doorkeeper for global dollar liquidity that has greased the wheels of economic activity.
The demise of the dollar remains a distant possibility for now but China’s struggles, on the other hand, appear to be gaining momentum.
This piece will explore whether we believe this is a structural change in the outlook for China or if this is a buying opportunity for an oversold equity market.
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