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china debt

September 19, 2023 By Asi de Silva

China Economic Slowdown

The China economic slowdown is well documented, and foreign investors have been notable net sellers of the country. This post looks at the economy’s overreliance on investments, the need to stimulate consumption and tactical near-term positives. As fundamental analysts that have followed China since the 1990s, The Dispatch can’t get excited about doubling down on […]

Filed Under: News, The Dispatch Tagged With: china consumption, china debt, china economy, china equities, china GDP, china growth, china LGFV, china macro, China policy, China RE policy, China sentiment, china stocks, China valuations, MSCI China, President Xi

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