Listen "Weekly Market View (16 July 2021): Is China policy tightening over?"
Episode Synopsis
China’s cut in bank reserve requirements raises the chance of further policy easing. We would need to see signs of further relaxation, especially with regard to regulatory policies, before we consider turning more bullish on Chinese equities.We believe USD-denominated corporate bonds are a more attractive route to taking exposure to China, besides select equity sectors which are likely to benefit from targeted government policy support and the ongoing global economic expansion.Speakers:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankMarco Iachini, Cross-Asset Strategist, Standard Chartered Bank
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