Strategy Report
Balancing Act
The Chinese government is engaging in a difficult balancing act between the imperative of maintaining growth momentum and structural reforms. Policymakers have eased off the gas pedal, but the impact of previous stimulative measures should continue to filter through the economy. Investors should also curb their enthusiasm in assessing China's demand-side countercyclical initiatives.
BCA Research | China Investment Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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