Overview: Don’t panic yet… about growth in China
Mon Sep 17, 2012
Few analysts yet believe that it is absolutely necessary to panic about the Chinese economy
"I don’t believe in panicking before
it’s absolutely necessary," is how former UK
Chancellor Alistair Darling begins his recent memoirs. Few
analysts yet believe that it is absolutely necessary to panic
about the Chinese economy. But in light of recent economic data
from Beijing, some commentators believe we may be approaching
|"It’s nothing structural, and I have
every reason to believe the economy is now bottoming
Chen Zhao, managing editor at BCA,
After all, anecdotal evidence suggests that those who can,
are shorting Chinese equities at a quicker clip than ever
before. The trend may have more to do with increased investment
freedom rather than strategy but, if portfolio managers are
turning more bearish on China, it is not hard to see why. Since
the People’s Bank cut interest rates for the
second time in as many months at the start of July, the...
ISSN: 2151-1845 / CDC10004H
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