Fund managers mixed on China equites outlook
Green infrastructure developments could provide new stimulus to China’s slowing economy in the second half of 2022, but investors are also keeping an eye out for policy support.
The first half of 2022 saw re-opening global markets dominated by surging inflation and geopolitical turmoil - driven in large part by the war in Ukraine - spurring central banks to find a balance between reducing inflation and mitigating the impact on economic growth.
BlackRock Investment’s mid-year outlook describes the investment landscape as a new world of heightened macro volatility that is driving up risk premia for stocks and bonds.
Ben Powell,
BlackRock
“Chi…
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