https://www.scmp.com/rss/507229/feed Steve Donze is senior macro strategist at Pictet Asset Management. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com First in, first out. Once the epicentre of the coronavirus outbreak, China is now powering the world’s economic recovery from Covid-19. Economic activity across the country is, according to our real-time indicators, largely back to where it was before the outbreak. China’s stocks have enjoyed a big re-rating in the process. Investors in developed-market stocks could be forgiven for seeing these trends in a positive light. If economies such as the United States, Europe and Japan – where economic... https://www.scmp.com/comment/opinion/article/3101649/chinas-post-pandemic-lesson-world-stimulus-slows-party-winds-down?utm_source=rss_feed https://www.scmp.com/comment/opinion/article/3101649/chinas-post-pandemic-lesson-world-stimulus-slows-party-winds-down?utm_source=rss_feed Wed, 16 Sep 2020 19:30:12 +0000