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China’s activity gauges undershot expectations in January, but in our view, there are good reasons to believe that the weakness is temporary.
China’s activity gauges took a hit in January as rising cases of COVID-19 took a toll on domestic activity. However, authorities may have policy room to prop up the economy.
China’s activity gauges were softer than expected in December, suggesting that the post-pandemic overshoot might be over. Is there reason for concern?
Despite lockdowns in large parts of the world, global growth has been strong. If this continues in 2021, what can investors expect in the markets and how can they be prepared?
What are the biggest risks and opportunities through the end of the year? Our investment professionals share insights on what to look out for in their respective asset classes.