Big Picture

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

Share Icon

gennaio 27, 2025

 
Video Player is loading.
Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
    • Chapters
    • descriptions off, selected
    • subtitles off, selected
       
      gen 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
       
       
      Approfondimenti correlati
       
      Approfondimenti correlati
       
       
       

      Risk Considerations: There is no assurance that a portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline and that the value of portfolio shares may therefore be less than what you paid for them. Investments in foreign markets entail special risks such as currency, political, economic, market and liquidity risks. The risks of investing in emerging market countries are greater than the risks generally associated with investments in foreign developed countries. 

      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.

      This material is a general communication, which is not impartial, is for informational and educational purposes only, not a recommendation to purchase or sell specific securities, or to adopt any particular investment strategy. Information does not address financial objectives, situation or specific needs of individual investors. 

      Any charts and graphs provided are for illustrative purposes only. Any performance quoted represents past performance. Past performance does not guarantee future results. 

      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.

       

      La presente comunicazione ha carattere promozionale.

      Prima di procedere è necessario leggere attentamente tutti i Termini e le Condizioni che illustrano i vincoli legali e normativi che regolano la divulgazione delle informazioni relative ai prodotti di investimento Morgan Stanley Investment Management.

      È possibile che i servizi illustrati in questo sito Web non siano disponibili in tutte le giurisdizioni o a qualsiasi persona. Per ulteriori informazioni, si rimanda alle condizioni d'uso.


      Privacy e cookie    •    Your Privacy Choices Your Privacy Choices Icon    •    Istruzioni per l'uso

      © 2025 Morgan Stanley. Diritti riservati.