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Market views · 2025-10-18 · RVS Investment Institute
China policy: short-term boost or lasting change?
What recent China policy shifts imply — and what they do not.
Is China’s recent policy mix a growth toolkit or a longer institutional turn? This note separates the short-term impulse from the medium-term structure.
For global allocation, onshore equities and offshore credit do not flex the same way. Policy pulses are better expressed with reversible positions than by rewriting strategic weights.
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