The End Game has arrived
Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
Summary: China’s economic growth has slowed due to deleveraging and an emerging trade war with the US, but the government has stepped in to mitigate the consequences. Although an escalation of the trade war could spell another leg down, Chinese equities now look cheap, and long-term investors should not lose sight of the opportunities.