China Bulls See Xi-Putin Ties as Top Wildcard Risk
- Professional investors still see upside in China’s reopening
- Many expect China will exceed its 5% economic growth target
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China’s relationship with Russia and the potential role it might play in the war in Ukraine are the biggest wild-card risks to markets that investors are missing, according to the latest MLIV Pulse survey.
Geopolitical concerns and President Xi Jinping’s increasing power are casting a shadow over the optimism among professional investors, a third of whom still plan to add to their China exposure in the next 12 months.