Remedying China’s Economic Malaise (Part 2)

31 Aug 2023

by Arthur Budaghyan, Chief EM/China Strategist

In Part 2 of this series, we prescribe the treatment needed to produce a recovery for the ailing Chinese economy. Authorities will only panic and unleash “irrigation-style” stimulus if the unemployment rate rises sharply, or a financial crisis unravels in onshore markets. This is not yet the case.

Interested in reading this report?

To access the full BCA Research report, request a complimentary copy

BCA Research | Emerging Markets Strategy

Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.