With 2020 finally behind us, we have prepared an outlook for the state of China’s economy, capital markets, politics, and favorite themes for 2021. China’s first-in/first-out experience with the coronavirus resulted in a robust economic rebound and stock market rally in the latter part of 2020. We believe that China can serve as a model for what may occur in other countries in 2021, as they also work to defeat the pandemic.

2021 China Outlook Report Contents:

• Diplomacy Return – Biden Administration
• 14th Five Year Plan Implementation
• Can EM Equities Outperform US Equities?
• Will a Cyclical Rebound Cause a Value Rebound Versus Growth?