Look to China in the search for equity upside

Equity markets generally performed well in 2021 as the global economy gradually reopened. In the first half of the year, the MSCI All Country World Index (ACWI), which represents stocks in both developed and emerging markets, returned 12.30%. Meanwhile, the S&P 500 index returned 15.25% for the period. While the consensus is that equity markets,Continue reading “Look to China in the search for equity upside”

China’s GDP could shed light on the superpower’s post-Covid recovery

Tomorrow morning, July 15th, 2021, China will release its quarterly GDP report. Led by manufacturing and exports, China has enjoyed a uniquely powerful impetus over the past two decades. As the world’s second-largest economy today, investors have recognised China as an essential element in the global financial markets and global economy. Last year, China wasContinue reading “China’s GDP could shed light on the superpower’s post-Covid recovery”

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