Listen "Weekly Market View: A turnaround in China?"
Episode Synopsis
China’s markets are likely turning a corner, with some assets such as internet sector equities offering short-term tactical opportunities and others such as High Yield bonds and material and industrial sector equities offering medium-term openings.We will need to see a dovish turn in China’s fiscal, monetary and regulatory policies before we become more constructive on China equities more broadly on a 12-month horizon.Speakers: Manish Jaradi, Senior Investment Strategist, Standard Chartered BankMarco Iachini, Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
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