China Growth 2012




A chilling recount of China’s ‘weak’ April economic numbers is discussed. Its government should remain focused on stimulating growth as its debt burden is minimal in comparison to the west. BCA Research noted that China has significant assets to offset its liabilities.

In this article, Frank Holmes explains why he believes government policy is a precursor to change. If and or when China begins to push for any kind of monetary stimulus, Chinese stocks along with commodities will soar.

Frank re-establishes his strong belief that commodities and dividend payers will win out the day. Growth is the ongoing focus of this article as Frank remains bullish on emerging markets and commodities.


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