A man walks past a housing complex by Chinese property developer Evergrande in Guangzhou on September 17. The current problems in China’s real estate sector have only added to the pressure on Chinese equities. Photo: AFP
A man walks past a housing complex by Chinese property developer Evergrande in Guangzhou on September 17. The current problems in China’s real estate sector have only added to the pressure on Chinese equities. Photo: AFP
Patrik Schowitz
Opinion

Opinion

Macroscope by Patrik Schowitz

How China’s wobbling recovery could be good news for emerging-market stocks

  • If the slowdown in the Chinese economy continues to worsen, policymakers could significantly loosen monetary policy again
  • That might help the parts of the economy policymakers want to de-emphasise, but Chinese and emerging equity markets would cheer such a turnaround

A man walks past a housing complex by Chinese property developer Evergrande in Guangzhou on September 17. The current problems in China’s real estate sector have only added to the pressure on Chinese equities. Photo: AFP
A man walks past a housing complex by Chinese property developer Evergrande in Guangzhou on September 17. The current problems in China’s real estate sector have only added to the pressure on Chinese equities. Photo: AFP
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