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Deutsche Bank's Uber-Bullish View On China In One Slide

Mamta BadkarFeb 14, 2014, 03:22 IST

Earlier today we pointed out that Deutsche Bank's Jun Ma has the most bullish 2014 GDP forecast for China. Ma is looking for 8.6% growth, while consensus is for 7.4% growth this year.

This is largely because he thinks concerns about slowing local government spending on infrastructure, and its impact on growth, are "excessive."

In a new Deutsche Bank report titled "The House View - February 2014," they argue that growth in China will pick up on the back of stronger exports and reduced overcapacity.

Deutsche Bank