Report
Patrick Artus

Are companies and investors from other countries concerned about the situation in China?

The situation in China may be worrying for two types of reasons: The prospect of persistently weak growth, due to population ageing and obstacles to growth in domestic demand; Political risk (state interventions in competition, use of data, level of earnings; preference for state-owned enterprises; aggressiveness towards neighbouring countries). This development in China should normally reduce: Direct corporate investment in China; Financial investment in China. What can we see? Surprisingly, we see that the level of direct or financial investment from the rest of the world remains high despite the level of risk.
Provider
Natixis
Natixis

Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.

 

Analysts
Patrick Artus

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