What Investors Want From China’s Big Stimulus Reveal
- After rocky week for Chinese markets, eyes on policy briefing
- Size and source of funding, beneficiaries, framing in focus
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China’s markets rounded out a rocky week with a 2.8% slide in the CSI 300 Index and a rally in corporate bonds, as all eyes turn to the Ministry of Finance policy briefing on Saturday for clues on any fresh fiscal stimulus.
Stocks will be the clearest barometer of success. Their extreme volatility in the past week and the huge positioning and speculation on both sides suggest scope for a leap of joy or a slump in disappointment. So what’s on the bingo card?