There is a silver lining to the country’s property market slump, says BNP Paribas’s chief China economist Jacqueline Rong.
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There is a silver lining to the country’s property market slump, says BNP Paribas’s chief China economist Jacqueline Rong.
Analysts at UBS Wealth Management and Eastspring Investments do not believe China is heading towards a lost decade like Japan in the 1990s.
A hard landing is looking to be more likely than a soft landing, according to Ninety One’s head of multi-asset income John Stopford.
The transition to a low carbon economy is integral to sustainable economic growth, according to Axa IM’s Chris Iggo.
The International Monetary Fund warns of rising debt risks in Asia, as well as China’s likely “substantial spillovers” in the near term.
The continuing fall in China’s stock market puts the country’s entire financial system and structural reform agenda at risk, according to Axa Investment Managers and Schroders.
Some segments are trading at 80-100 times price-to-earnings and there are “signs of exuberance” in the domestic market, said Andrew Swan, BlackRock’s head of Asian equities.
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