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:
- Politics: China’s expanding economy to reignite geopolitical tensions, especially with the US;
- Economy: China’s economic strength to continue, supported by effective policy response; and
- Markets: Policy easing from DM CBs will lift Chinese assets.
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Download PDF: China Outlook - February 2021
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