Since November, the Shanghai Composite Index has risen 14 per cent compared to just a 2.5 per cent increase in the S&P 500
The reopening of China’s economy this year from strict COVID-19 restrictions and the easing of investment regulations is putting focus back on the world’s second-biggest economy as its growth is expected to accelerate.
There were two years of, essentially, underperformance of Chinese equities because of concerns around the zero-COVID policy … [and] regulations. So, global investors have been pulling back a lot from Chinese assets, in general. If China’s growth accelerates, what would that mean for inflation, globally, and the Fed’s path on interest rates?
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