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China’s authorities have been drip-feeding stimulus measures for about a month, as the world’s second-largest economy struggles to regain momentum.

Highlights:

• The upcoming U.S. elections are too close to call, with potential market impacts that could be significant following election night.
• China's economic challenges, including a struggling real estate sector and high debt levels, mirror the situation faced by Japan in the 1990s, suggesting a cautionary tale for policymakers and investors.
• We maintain an overweight position in equities, focusing on US and emerging market equities, with optimism due to improving odds of stimulus in China.

Your experts   Sébastien Mc Mahon, MA, PRM, CFA Chief Strategist, Senior Economist and Vice-President, Asset Allocation & Portfolio Manager Follow Sébastien Mc Mahon on          Alex Bellefleur, MA, CFA Senior Vice-President, Head of Research, Asset Allocation     Tuyen Tran, M.Sc., CFA Senior Analyst, Asset Allocation and Economics

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