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Video: Stimulus Fatigue – China Can’t Band-Aid Its Way to Recovery

 

Big Picture

Video: Stimulus Fatigue – China Can’t Band-Aid Its Way to Recovery

Video: Stimulus Fatigue – China Can’t Band-Aid Its Way to Recovery

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Januar 27, 2025

 
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    Jan 2025
     
     

    Beijing has unveiled a series of stimulus packages aimed at revitalizing China’s economy. However, Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group, believes China’s structural weaknesses which include significant debt, a property bubble, underwhelming domestic consumption and trade pressures, cannot be resolved by stimulus measures alone.

    To learn more, please checkout Jitania's Stimulus Fatigue: China Can’t Band-Aid Its Way to Recovery:

     
     

    See below for more important disclosures.

     
     
    jitania.kandhari_1
    Deputy CIO, Solutions & Multi Asset Group

    Head of Macro & Thematic Research, Emerging Markets

    Portfolio Manager,
    Passport Equity
     
     
     

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    The views and opinions are those of the author as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively the Firm”), and may not be reflected in all the strategies and products that the Firm offers.

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    Prior to making any investment decision, investors should carefully review the strategy’s relevant offering document. For the complete content and important disclosures, refer to the 'Stimulus Fatigue: China Can’t Band-Aid Its Way to Recovery' Big Picture.

     

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