China:What if it’s about growth,not fear?

On the Day Of The Dip we look at the positive China story from multiple angles, inseven simple slides, using major recent ideas to ask - What if it’s about growth, notfear? The Banks initiation, the strategy upgrade, the E+Commerce thematic, theproperty policy question – it all ties together.

No one’s saying it’s going to be perfect forever - the long term concerns over debtlevels remain, and the international trade situation remains relatively unreadable, butit does appear that many of the other fears, around bank assets, property inventoryand excess old economy capacity, are being assuaged, for this cycle at least. Andthere’s the continuing growth story for China’s arguably world-leading onlineeconomy - commerce, payments, content and more.