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David Rosenberg, Founder and Chief Economist, Rosenberg Research

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How To Play China In A Post-Pandemic World

The best way to invest in China’s new five-year plan

Authors: David Rosenberg & Krishen Rangasamy

  • China has managed to come out of the global crisis in better shape than most, despite being ground zero for the COVID-19 pandemic
  • However, there are several challenges for China over the longer term, which the government is hoping to address with the implementation of its five-year plan
  • Over the near term, deleveraging and policy tightening will restrain growth somewhat although that will also blaze the trail for a more durable growth outlook
  • As Beijing works to counter the headwinds mentioned, there will be opportunities for investors in areas such as high-end manufacturing, robotics, and biotechnology

Hope you enjoy this complimentary report.

Dave