Institutional Investing / Macro Minutes
Macro Minutes: Current Developments in Chinese Markets
In April’s Macro Minutes video, Portfolio Engineer Austin Fraser discusses China’s economic recovery, fears of potential policy tightening, recent regulatory concerns and our positive outlook for global and Chinese equities.
- China has been “first in, first out” of the COVID-crisis. Growth quickly recovered and should return to its pre-COVID trend providing a good roadmap for the rest of the world.
- Policy is normalizing, not tightening significantly, which suggests a still positive backdrop for equities. Recent regulatory concerns are also likely overblown.
- We believe growth categories will resume leadership for global and Chinese equities.
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