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Citywire has rated portfolio managers for more than 20 years. Now we’re rating companies. Citywire was founded in 1999, is 16.4% owned by London Stock Exchange Group and has built a global …
Citywire has rated portfolio managers for more than 20 years. Now we’re rating companies. Citywire was founded in 1999, is 16.4% owned by London Stock Exchange Group and has built a global reputation for asset management coverage and ratings.
Given China’s overcapacity in autos, solar panels, telecom switches and household appliances, should we not expect the global economy to face another big deflationary hit in the coming years?
A:
The first way to look at this issue is that China has spent the past three decades being the world’s main deflationary force. This begs the question of whether...