Mensuel de septembre 2023 - Fonds d’investissement

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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...
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