Searching for a Compass

Amidst a strengthening currency and a widening range of market views concerning the cyclical momentum in China’s economy, tightening credit conditions and supply-side adjustments driving reflationary pressures continue to suggest weaker activity growth ahead in Q4 and early 2018. Monetary tightening will create diverging conditions for firms within China’s financial sectors, with relative benefits for larger players.

Posted September 11, 2017
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