SEB: Investment Outlook: Turbulence due to China's erratic performance
During the summer, signs of growth improvements in Europe and the United States collided with the opposite signals from China. The Chinese government wishes to shift the economy from an investment-led model to one that is more similar to the Western consumer-driven variant. Meanwhile, China's economic growth rate is slowing. The consequences of restructuring and deceleration are evident in many places. Two of the three theme articles in the September issue of Investment Outlook are linked to emerging market regions: we focus especially on China and India in light of recent events. "What