30 September 2016 at 12:06 GMT
Fiscal spending will top the agenda in Q4 for global investors, says Saxo Bank’s head of macro analysis Christopher Dembik. So where are the opportunities?
Interest rates are at a low level, he says, so governments have a great chance to invest further to boost economic activity.
China has implemented a fiscal stimulus plan with investment by publicly-owned companies increasing by 24% since the start of 2016 in a move to offset the drop in private investment.
Dembik also discusses fiscal stimulus in Europe and the US for Q4 and beyond.
Read more about Dembik’s views in his Q4 Outlook article here