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Investment Weekly

China’s policy ‘put’
18 October 2024
    Articles

    Chart of the week – China’s policy ‘put’

    Chart of the week – US economic data holding up

    After recently announcing new stimulus measures, China’s policymakers have yet to fill in the details on the scale of support planned. But there is clear evidence of a fundamental shift in policy thinking. As for markets, many Asian investors remain cautious on China, despite it trading at a heavy discount to both EM and global stocks. With bad news still in the price, good news could be ‘doubly good’, and we think current policy settings are calibrated as a policy ‘put’.

    More from this week:

    Market Spotlight

    • Taking geopolitics seriously

    Lens on…

    • ECB speeds up
    • Going direct
    • Navigating new India

    Download the full report PDF, 2.88MB

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