China Mar 21

MACRO PICTURE

China: Recovery Underway, As Global Liquidity Drives ‘Risk On’ Sentiment

By Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Karmen Meneses

4 March 2021

In this paper we discuss:

1. Politics: China’s expanding economy to reignite geopolitical tensions, especially with the US;
2. Economy: China’s economic strength to continue, supported by effective policy response; and
3. Markets: Policy easing from DM CBs will lift Chinese assets.

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Download PDF: China Outlook – February 2021

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