This week Real Vision’s Garett Lim uses Refinitiv’s best-in-class data to look at a growing number of indicators which suggest that China could be about to see a return to growth. As many of the world’s major central banks battle to bring inflation under control by hiking rates, China’s dovish policy pivot presents an intriguing divergence. We highlight the potential implications for not only investors in Asia, but also global markets, as the effects of China’s credit cycle ripple through commodities and developed economies.
Learn more about your ad choices. Visit podcastchoices.com/adchoices