New military action should remove much uncertainty, and the stock market should stage a relief rally if a pro-Western leadership emerges and oil exports resume.
Provincial and local governments across China are reducing growth expectations and slashing budgets, making it unlikely reality will meet Beijing’s 2026 target.
We are in the midst of the strongest economic growth we will witness in our lifetimes and 2026 will go down as the strongest year for GDP growth ever recorded.
Market volatility remains high, but fundamentals remain strong, with GDP expected to be 6% in 2026. We will look back at the volatility as a buying opportunity.
New military action should remove much uncertainty, and the stock market should stage a relief rally if a pro-Western leadership emerges and oil exports resume.
Provincial and local governments across China are reducing growth expectations and slashing budgets, making it unlikely reality will meet Beijing’s 2026 target.
We are in the midst of the strongest economic growth we will witness in our lifetimes and 2026 will go down as the strongest year for GDP growth ever recorded.
Market volatility remains high, but fundamentals remain strong, with GDP expected to be 6% in 2026. We will look back at the volatility as a buying opportunity.