This week: The macro case for China is looking fundamentally more constructive: Credit Suisse; China stimulus must move beyond infrastructure, argues J.P. Morgan PB The macro case for China is looking fundamentally more constructive: Credit Suisse Credit Suisse perceives the Chinese economy as a bright spot, on account of the “meaningful” policy support, in the words of John Woods, its APAC…
CIO Weekly – Why we see China as a bright spot: John Woods of Credit Suisse
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