The beginning of March brought the weeklong meeting of China’s National People’s Congress to discuss monetary policy and economic goals for the year. From that meeting came a goal of 5.5% GDP growth which will see China creating stimulus when a large percentage of the world’s countries grapple with inflation and fiscal tightening, a policy that is anticipated to potentially be reflected in equity performance soon. Anthony Sassine, CFA and senior investment strategist at KraneShares, discusses the correlation between China’s fiscal policy and its equity markets in a recent white paper on the KraneShares website. ... (full story)