Strategy Update: China

China forecasts and estimates are likely to become very sloppy as government guidance begins to lose its quality of certainty that many forecasters have relied upon.  The most important question has always been whether Premier Li Keqiang can implement the necessary reforms to ensure that the economy will grow in a long term sustainable manner. Foreign investors continue to flee from China. The media negatively impacts foreign investor sentiment by drawing negative conclusions as it highlights the slowest economic growth in more than two decades juxtaposed to the double digit growth of an earlier era; for them the glass is always half empty.

032415 Strategy Update_China