Beyond Bulls & Bears

Why We’re Not Panicking about China

Why We’re Not Panicking about China

On the whole, our view remains that underlying conditions in the Chinese economy are fundamentally more stable than markets have recently indicated.

A Macro View of Recent Market Volatility

A Macro View of Recent Market Volatility

When we look at how much market panic there has been, you’d be under the impression China is headed full-speed into full-blown recession. That is not our call. We expect moderation in China’s growth and continue to see it as healthy.