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china's slowing monetary stimulus and its impact on global stock markets

September 2020

What international investors can learn from China's pandemic recovery

Writing in the South China Morning Post, Pictet Asset Management senior investment manager Steve Donze explains why China's post-pandemic experience holds lessons for global investors: after monetary stimulus peaks, a squeeze on stocks’ multiples is likely to play out in developed markets too.

 

China's post-pandemic lessons for the world