12th January 2018
Rathbone Investment Insights Q1 2018: Wait and Xi
Further afield, the Communist Party of China held its 19th National Congress recently to approve the line-up that will govern the country for the next five years. The event was closely monitored for clues about the likely direction of policy. As our lead article explores, what happens in China has important implications for the global economy and investors everywhere.
Across the rest of Asia, equity markets have been relatively unfazed as the US central bank has tightened monetary policy. Their economies are in much better shape than five years ago when many countries threw a ‘taper tantrum’. We continue to believe the region offers attractive opportunities for selective stock pickers, as we explain on this report.
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