China’s stock slump - What happens next?
China's economic struggles in 2024 have dashed hopes of a robust post-pandemic recovery. The anticipated reopening boom failed to materialise, prompting the central bank to unveil its most dramatic stimulus measures since the pandemic in late September. While investors initially responded with a stock market rally, the enthusiasm was short-lived.
This week, we consulted three of our partner investment managers for their insights on China's outlook and how they are strategically positioning Omnis portfolios to navigate these risks.