The China bazooka stimulus: risk assets melt up?
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
Jittery investors continue to forego the benefits of remaining invested in equity portfolios over the long term.
A comparison of current market behaviour with the pivotal 1994 election period points to the potential for a rally in the rand and financial shares.