We were pleased to host another installment of our Global Macro Call - China Weakness: How much is cyclical versus structural?
Gene Ma, Head of China Research, IIF, recently completed an investor trip with IIF members to China. This call provided a round-up on lessons learned from that trip, focusing on some of the weak data recently out of China and how much of that is structural versus cyclical. Separately, markets are also worried that China might – in a mirror of the surprise devaluation in August 2015 – seek to devalue its way out of the current weak data picture. We were also joined by David Loevinger, Managing Director, TCW and Bodhi Ganguli, Senior Director Macro & Country Risk, TIAA who provided further insight and comments on recent China dynamics. The call was moderated by Robin Brooks, Chief Economist and Managing Director at the IIF.
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