By: Quincy Krosby, PhD, Chief Global Strategist, Jeffrey Buchbinder, CFA, Chief Equity Strategist, & Joshua Cline, Analyst
As China emerged a year ago from the shadow of the stringent zero COVID-19-related measures that all but shut down its economy for over two years, much was expected in terms of its economic growth prospects. There were numerous reports suggesting the world’s second largest economy would ignite a bout of inflation as its industrial base would require vast quantities of commodities to power a newly energized China. Clearly that didn’t happen. Here we explore why and provide our updated thoughts on investing in China and emerging markets.
Read the full commentary here: weekly-market-commentary-01.08.2024