Doubts about China’s economic outlook, and Beijing’s choice to pursue deleveraging rather than stimulus, have been the major source of anxiety for investors in recent months. Photo: AP Doubts about China’s economic outlook, and Beijing’s choice to pursue deleveraging rather than stimulus, have been the major source of anxiety for investors in recent months. Photo: AP
Doubts about China’s economic outlook, and Beijing’s choice to pursue deleveraging rather than stimulus, have been the major source of anxiety for investors in recent months. Photo: AP
Nicholas Spiro
Opinion

Opinion

The View by Nicholas Spiro

Don’t blame flimsy trade war truce – exposed by Huawei arrest – or the Fed for market turbulence. Instead, look to China’s economic woes

  • Nicholas Spiro says doubts about China’s economy, as well as Beijing’s confused response to the slowdown, are the real source of investor anxiety, not recent developments

Doubts about China’s economic outlook, and Beijing’s choice to pursue deleveraging rather than stimulus, have been the major source of anxiety for investors in recent months. Photo: AP Doubts about China’s economic outlook, and Beijing’s choice to pursue deleveraging rather than stimulus, have been the major source of anxiety for investors in recent months. Photo: AP
Doubts about China’s economic outlook, and Beijing’s choice to pursue deleveraging rather than stimulus, have been the major source of anxiety for investors in recent months. Photo: AP
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Nicholas Spiro

Nicholas Spiro

Nicholas Spiro is a partner at Lauressa Advisory, a specialist London-based real estate and macroeconomic advisory firm. He is an expert on advanced and emerging economies and a regular commentator on financial and macro-political developments.