We expect a big rebound in Chinese equity prices in the second half of 2010 as fears about policy tightening wane and the economy heads to a soft landing. However, rising prices will not give much of a boost to spending in China. Markets elsewhere may benefit from rising optimism, but limited foreign involvement in Chinese markets means the direct spillover to global markets will be small.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services