Investment Strategy Insights: The Evolving China Mosaic

Assessing the prospects for China’s economy can be compared to assembling a mosaic. While the picturing emerging is somewhat optimistic, we think caution – and continued data gathering – is essential where China is concerned

The unusual and colorful nature of American politics has diverted attention from what is a more central issue to the global economy: China.

China has begun a gradual rationing of credit, away from real estate and old line manufacturing into infrastructure projects. Will this more productive use of a less gushing credit spring keep the Chinese economy — and, by extension, the rest of the world — from slowing?

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