It used to be Top of Mind for investors. China was an economic power house driving global markets and commodities. Posting annual growth rates of 10% and more in the early 2000’s, the health of the Chinese economy was a critical box to tick in building a positive case for financial investors. Not any more.Continue reading “China: More Risk than Return?”
Tag Archives: China
For investors, does China matter anymore?
The South China Morning Post is worried about a recession in China. Fortune magazine speaks of a dead-end for the Chinese economy. And Bloomberg talks of China’s economic miracle fading. Chinese consumers lack confidence and the property sector’s problems seem to be intractable. It seems a far cry from the years when China was growingContinue reading “For investors, does China matter anymore?”
Understanding China
Last week, two of the world’s most powerful leaders met in San Francisco. One representing a resilient economy with continuing impressive growth in numbers of people working. The other heading up an underperforming economy with huge issues in key sectors such as property – but China still matters. For many investors, China is just aContinue reading “Understanding China”
Tradewinds 