QE China style II: The truth about China

26 Oct 2016

China’s monetary policies may not look like the conventional policies investors are used to. Here the Macquarie Asian Equities team discusses their research into what investors might expect from forthcoming government policies, what the true risks are, particularly asset quality risks, and where to find investment opportunities. Better understanding how China intends to transition to an consumption led economy should help investors navigate the risks, and potentially even profit from them. 

Download the research paper