Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
The Chinese economy has had a tumultuous couple of years. The impact of the Covid pandemic has cast a long shadow due to strict zero-Covid policies being in place, long after other major economies had fully reopened. Following a rare uprising of public dissent, these policies were quickly abandoned, leading to a peaking of speculation that China was soon to benefit from the revenge spending seen in Western economies. However, this failed to materialise in 2023, with optimism soon fading away, despite the Chinese government’s piecemeal attempts to kickstart its flagging economy. In this article we speculate that there is one major reform the government could roll out that would inspire an economic comeback, and one that many would assume is already in place…
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