China’s growth rate slows but our analysts still see sweetspots in equities

China’s services sector activity is seeing a deceleration in its growth rate, as some firms reported softer than expected market demand, denting investor sentiment ahead of US Treasury Secretary Janet Yellen's visit to China. And we hear from Mathieu Racheter, Head of Equity Strategy, who shares with us his outlook for developed market equities in the second half of 2023. 00:14 Introduction by Bernadette Anderko (Investment Writing) 00:41 Markets wrap-up by Jonti Warris (Investment Writing) 04:39 Mid-Year Market Outlook - Developed-Market Equity Strategy by Mathieu Racheter (Head of Equity Strategy) 10:07 Closing remarks by Bernadette Anderko (Investment Writing) Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.