CSI: China puts one foot in front of the other

CSI: China puts one foot in front of the other (Nov. 5, 2018)

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China continues to leave markets guessing in terms of its economic policy as it continues to take sectors one at a time and refuses to launch a mass nationwide stimulus. A delayed party plenum, endless proclamations and a lack of detailed policy mean the market is continuing to be pushed around frequently by sentiment. There are some take-aways with implications for the coming year and this month we start trying to pin those down.

There have also been some revisions to policies and more details revealed. These include the winter production restrictions and export rebate policies which will have an impact both on the supply-demand balance in the coming months and China’s relationship with the outside world.

The question now is, when will more policies be revealed and will they shift expectations?

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CSI: China puts one foot in front of the other (Nov. 5, 2018)

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