Mensuel de septembre 2023 - Fonds d’investissement

go back Retour << Article précédent     Article suivant >>

China’s weakness a challenge, not a crisis
A coordinated policy package is needed to bolster the Chinese growth outlook   By Evan BROWN, Head of Multi-Asset Strategy, UBS AM   What’s happening?   Since April, China’s reopening recovery has sputtered. The deceleration is apparent across all facets of the economy: industrial production, fixed asset invest- ment, credit growth, consumer spending, and real estate. Due to this significant loss in momentum, the 5 percent growth target for 2023 is at risk. There is also increasing concern that this slowdown speaks to deeper structural issues in the economy that will cause a material drop-off in trend growth. Recent defaults from a major real estate developer as well as an asset manager underscore the...
Cette page n'est accessible qu'aux abonnés payants.
Veuillez vous identifier si vous êtes abonnés à la consultation de nos archives.
Nous vous invitons à souscrire un abonnement, ou à prendre contact avec nous.

This page is only accessible to paying subscribers.
Please identify yourself if you have subscribed to the consultation of our archives.
We invite you to take out a subscription, or to contact us.
Ces entreprises nous font bénéficier de  leur expertise en collaborant avec Agefi Luxembourg.

These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg.
VP Bank
Loyens & Loeff
SOCIETE GENERALE Securities Services
MIMCO Capital
Zeb Consulting
Allen & Overy
Generali Investements LU
Lamboley Executive Search
J. P. Morgan
AXA IM Luxembourg
Sia Partners
Square management
Pictet Asset Management