07 Feb 2024
26m

In Conversation with GROW – February Edition

Podcast cover

Beyond Markets

This podcast episode centers around the recent downturn in China's stock and real estate markets. Experts discuss the ongoing challenges and complexities within these sectors and examine broader implications for the Chinese economy. The key factor contributing to the market decline is attributed more to sentiment and technical factors than to fundamentals, with the current market evaluation seeing low valuations and the prominent presence of structural products. Concerns regarding ineffective policy interventions add to the uncertainty in China's markets.

Outlines

Sign in to continue reading, translating and more.

Open full episode in Podwise