China
This week, we cover the main questions we fielded during our latest client trip in Europe. Among the many topics broached are Europe’s recession odds, the impact of China’s stimulus, and the outlook for European markets.
The webcast addressed the following topics:
Is the latest surge in Chinese share prices the beginning of a bull market or a bull trap?
Are Chinese policy announcements sufficient to stabilize growth or create a cyclical recovery?
How should investors position their portfolios regarding Chinese stocks and China-related plays outside China?
What will it take for us to overweight EM in a global equity portfolio and go long EM in absolute terms on a medium-term basis?
What are the implications of US and China’s macro developments for EM currency and fixed-income markets?
What rationale is there for the long Chinese A shares / short Indian equity strategy?
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