China: 3 views on what’s next for its economy and stocks

Capital Group
By July 24, 2020 08:16

China: 3 views on what’s next for its economy and stocks

  • China’s economic rebound from COVID-19 will likely be gradual. We anticipate growth will pick up in 2021 as more fiscal stimulus is pumped into the economy.
  • Stimulus policies are likely to shift in favor of technology-related infrastructure, rather than property or lending to state-owned enterprises, in a push to create more self-sufficiency amid trade tensions.
  • We see pockets of growth for premium consumer brands and certain companies within the biotechnology, internet services and technology-related fields.
  • China is home to many innovative companies with large addressable markets, offering the potential for sizeable longterm growth in market value. 
Capital Group
By July 24, 2020 08:16


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July 2020