By Eric Peters, CIO of One River Asset Management
Growth
“Policymakers are growing the nation into a mega-sized consumer powerhouse on top of its solid foundation as a manufacturing power,” said China’s Premier Li at the WEF. “This will bring vast markets to enterprises from all countries.” Pressure from the US is working its way through the global economy, pushing China, Europe, and well, basically every nation, to pursue more aggressive pro-growth policies. “China is positioned to cross cycles, move forward steadily, and continue to inject more stability and certainty into the world economy.”
