Global Macro

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     What is the impact of Xi Jinping continuing as President indefinitely?


    – Asked by a participant during Weekly Market Outlook (19 Mar 2018)


    Research Department

    Thank you for your question!

    For investors, it will be a positive because it will mean the continuity of Belt Road Initiative and SOE reform (i.e. supply and industry consolidation). China is also undergoing the tricky path of deleveraging whilst maintaining economic growth. Strong leadership will be required to undertake this.

    – Paul Chew, Head of Research

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