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Macro Perspectives 33 | Analysing the tentative emergence of rate cuts

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Peter Brooke shares his latest macro perspectives, this week analysing the rationale for recent rate cuts in China and the investment opportunities that this environment is creating.

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Chapters

00:11 The rate cut in China – good news that signals that a major economy starting to loosen policy
00:50 The negative impact of public policy choices in China, with the crackdown on property as the main catalyst
01:46 The results of loosening policy
02:25 Summary – glimmers of light amidst the Chinese gloom

16 Aug 2022 English South Africa Business

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