An accelerated re-opening of China’s economy wouldn’t necessarily be good for global bonds and equities if it stoked inflation in developed markets. But a more gradual re-opening could be more benign for global assets, especially if it coincided with declining inflation and weak global growth.
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