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China – lockdowns, policy stimulus and regulatory burdens


AMP Capital, Econosights


There are reasons to be optimistic on China: lockdowns are easing which will help to abate supply-chain related

inflation, policy stimulus measures have significantly ramped up and more can be done and geopolitical

tensions have room to improve with the change of government in Australia and potential roll-back of US

tariffs before the November mid-term election.



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