This Fidante Partners’ report investigates the current slowdown of the Chinese economy in light of the existing long-term imbalances in the country. In their estimation, economic growth in China is currently probably 1.5% or more below official numbers and they believe that the widely held belief, that a Chinese slowdown can be contained due to the lack of international integration, is ill-informed.
They also try to project the future competitive relationship between China and the West and conclude that the West may face a Cold War with China. They provide guidance for investors on how to position themselves for these long-term trends. READ MORE
Similar Posts:
- BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
- Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
- BNP Paribas’ Chi Lo: Patient Investors Should Build Up China Exposure Now (CMN)
- Chinese Stocks: Cheap Long-term Play or Value Trap? (FE Trustnet)
- China: Jan-Feb Data Better Than Expected (Pictet Wealth Management)
- China’s Economy Will Not Overtake the US Until 2060, If Ever (Financial Times)
- The World in 2050 (PWC)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- How Big of a Threat is China’s Xiaomi to Apple? (Bloomberg)
- China Has $67 Trillion in Potential Consumer Spending Over the Next 10 Years (Nielsen)
- China Icebergs: Forces That Could Reshape the World (PineBridge Investments)
- Taking the Lead: How China is Driving the Global Economy and Creating Opportunities (UBS)
- Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)
- Moody’s Downgrades Macao to Aa3 with Negative Outlook (Moody’s)
