KEJI - Our Thoughts On The Current Investability Of China
2024-03-22 04:30:00 ET
Summary
- Over the last several years, the Chinese economy has faced self-induced headwinds like monetary and fiscal tightening, a strict regulatory environment, etc.
- Today, the Chinese economy remains weak, and consumers have shown a tremendous reluctance to increase spending.
- The key takeaway here is that while we are comfortable being opportunistic when conditions warrant it, we are also content to pursue more attractive investments elsewhere.
Over the last several years, the Chinese economy has faced self-induced headwinds. These have included:
- Monetary and fiscal tightening
- Strict regulatory environment
- Macroprudential policy aimed at reducing risks in the property market