We’re going to spend December looking ahead at 2024’s prospects. We have an optimistic outlook for many global markets: in coming weeks we’ll describe why we’re bullish on Japan and India in particular, as well as giving our outlook on the United States.
But today we’ll start with perhaps the murkiest of our year-ahead interests: China. What is the general landscape for investors in China? With Chinese markets in the doldrums, do we see opportunity, or a red flag? To tip our hand, we don’t generally view China as fertile ground for investors (more about that below) — but its outsized influence on global markets and economies means that it’s essential to watch. That’s a major reason why we write about it.
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