Economic news out of China this year have been largely dominated by two newspaper-selling headlines: the deceleration of GDP growth to barely 7%, in line with Chinese government estimates, and the dramatic summer swoon in Chinese A-Shares. While both of these themes have obviously played major roles in the performance of equity markets around the world, at MarketGrader we have been closely watching the trends underlying both developments for what they represent to China’s ongoing economic transformation, which we believe represents the best capital appreciation opportunity in this young century
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