How Equity Markets May Be Misreading the Slowdown in China

Category: Equity Investments

Country or region: China

Summary:
Slowing Chinese retail sales have spooked markets, but investors may be misreading what appears to us to be a slowdown in China caused by prudential considerations. Many categories of discretionary spending continue to show solid growth, the property market appears to be in good shape, and imports continue to grow. ......


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