CREDIT SUISSE: Here’s why investors shouldn’t assume China’s economy is already recovering

A Credit Suisse analyst is warning investors that a rally in stocks linked to China’s economy might be premature. China’s government is taking steps to reverse last year’s economic slowdown, but Andrew Garthwaite says far more stimulus is needed, and credit growth needs to speed up before the economy heals. Garthwaite says emerging markets stocks, mining companies, and other sectors have surged recently amid investor speculation that China’s economy is already on the road

Continue reading...