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.