Fisher: Tune Out ‘Slowdown’ Fears and Prepare for the Recovery

Is China’s bear market back? That question plagues many investors, with Chinese stocks down -18% since January 2023’s peak. Fearful Western headlines bemoan China’s “faltering” post-reopening economic data predicting bigger market declines ahead. They worry your country’s roaring growth is behind, too. But don’t fret. Some key growth headwinds are fading and consumer demand is far healthier than many fear. With sentiment in the doldrums, China needn’t replicate the jaw-dropping growth of decades past for reality to beat expectations — which should turbocharge stocks. Let me show you.