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Do long-term macro factors matter when investing in China?

 

The essential

Non-consensus, high conviction, and good macro judgments are becoming scarce but have huge value. The judgment of China is turning out to be a fundamental key macro call going forward. There is a considerable need for long-term judgments on climate change and demographic shifts when investing in China.

 

Markets still lack long-term climate change investments related to China, especially in Asia, which in our view, will change much faster than the market expected given that pollution is getting much worse in China.

As for demographic change in China, markets are only focusing on the “near” long term with a declining population dividend, but the “long” long term is also promising given the much better than expected outcome from the relaxation of the “one child policy”, and dynamic change shouldn’t be overlooked.

CROSS ASSET (Download)

Flag-UK
February 2017

 

Flag-FR
Février 2017

 

The Article

L'Article

Mo JI, Amundi Hong Kong Chief Economist
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