Post by Trivium China

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China's stock markets have been on a tear over the last few months -- but it's not entirely clear why. China’s economic fundamentals aren’t really conducive to a market recovery: deflation isn’t getting any better, consumer confidence is still weak, and the property sector has been going from bad to worse. So, what's going on? In our latest video, we look at how Beijing has been trying to build the foundations of a sustained rally -- what it calls a "slow bull" market -- since 2024, with reforms focused on improving returns and building trust in the market. Those reforms reflect a radical shift in the role Beijing envisions for the stock market in the economy. It's clearly too early to say whether the rally is the start of a slow bull market. Instead, we walk through why Beijing wants one, how it's trying to achieve it, and why it thinks it can pull it off.   https://lnkd.in/eTqZC_XA

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