The “third plenum” of China’s Communist Party will start this coming Monday (15th of July 2024) in Peking – but it is just one of a number of catalysts for the recovery of China’s flayling economy, as Chief Investment Officer Sean Taylor (picture) and portfolio manager Hardy Zhu of Asia and Emerging Markets specialist Matthews Asia explain in their latest two commentaries: “Identifying Recovery Catalysts in China: Insights for Investors“ and “Q2 2024 CIO Review and Outlook: Insights on Emerging Markets, Country Selection, and Political Impacts.”
Image sources
- Matthews Asia – Sean Taylor, CIO: Matthews Asia
