China - is it really that bad?
In our “Themes for 2018” we postulated that, at some point around the middle of the year, concerns about China growth would re-emerge. We have not been disappointed.
The concerns are partly China-specific. Assets have come under pressure recently reflecting a renewed slowdown in growth amid continued deleveraging and rising default risk. The trade war with the US has also contributed to the general uncertainty and negativity.
You can read the full article HERE.