Daily Reflection on China

Daily Reflection on China

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Daily Reflection on China
Daily Reflection on China
China's Twin Disappointments Must Stop
Stock Market

China's Twin Disappointments Must Stop

Last week's chain of events is a move in the right direction

Qi Wang CFA's avatar
Qi Wang CFA
Jan 28, 2024
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Daily Reflection on China
Daily Reflection on China
China's Twin Disappointments Must Stop
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China has a twin disappointment problem, macro disappointment and policy disappointment at the same time. To move forward, the country must fix at least one of them.

The Chinese economy is a big ship that takes time to turn. Therefore, the easier fix is on the policy: China must meet or beat the market’s expectation on the stimulus (the China Put).

It’s t…

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