Tue 06 Sep 2022 - 15:00 BST

Shocks to growth in China in 2022 have been mostly self-inflicted. This has been a function of justifiable structural reform goals overlaid with Xi’s consolidation of power.

The results include a property recession, enduring zero Covid policies and a whole lot of uncertainty.

In this call William will cover how Beijing might respond to short-term growth risks, the policy priorities he expect for Xi’s third term and what this means for major asset classes.

William will also delve into the fat tails around this outlook, meaning what happens if things go very right or very wrong.