China's 'Bumpy Deceleration'

The bumpy deceleration underway in China will be met with additional economic policy easing, albeit with some notable differences to previous stimulus, says Goldman Sachs Research's Andrew Tilton. He expects a slightly smaller and later stimulus relative to other slowdowns, leveraging not only Chinese policymakers' typical favored tools like infrastructure spending but also a tax cut.

This podcast was recorded on February 1, 2019.

All price references and market forecasts correspond to the date of this recording.

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Release date

Lydbog: 12. februar 2019