China’s equity markets are benefiting from a global shift away from US assets, though the outlook for the second half of 2025 is clouded by signs of a structural economic slowdown, persistent deflationary pressure and worries about an underwhelming policy stance from Beijing, according to strategists.
In spite of elevated political and economic uncertainties, the probability of a global recession remained low, Natixis Investment Managers said on Tuesday. But the firm was cautiously optimistic…China’s equity markets are benefiting from a global shift away from US assets, though the outlook for the second half of 2025 is clouded by signs of a structural economic slowdown, persistent deflationary pressure and worries about an underwhelming policy stance from Beijing, according to strategists.
In spite of elevated political and economic uncertainties, the probability of a global recession remained low, Natixis Investment Managers said on Tuesday. But the firm was cautiously optimistic… Read More
Business – South China Morning Post
