Is China’s Growth Story Cracking?

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Rupert Hargreaves
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Updated on

Cracks are starting to appear in the China growth story according to Societe Generale analysts Wei Yeo and  Claire Huang. According to the analysts, it looks as if efforts by policymakers to cool specific sectors are having an impact on economic activity, while cost inflation is causing companies to curtail or postpone investment plans. [timeless] China’s plans to tackle the country’s growing pollution problem has sparked concern among analysts since it was unveiled earlier this year. The drive to cut pollution is unprecedented and is already having an impact on industrial activity. For example, Zhengzhou, the capital of Henan province, said it’ll…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk