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Practitioners should examine portfolios for slow or no growth equities, priced like bonds, whose attractions may be inundated by a wave of fiscal stimulus.

Julian McCormack | 0.25 CE

China is frequently presented as a source of crisis or instability for the global economy. However, the picture is one of imperfection, not peril.

Nearly a decade after one of the great debt binges of all time, Chinese economic growth and credit creation have slowed. Today, stimulus is being undertaken. This is not a crisis, this is reform.

Julian McCormack | 0.25 CE