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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 to recovery.
  • However, he says the improvement hasn't kicked in yet.

Full "The Business Insider: The Money Game" article

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