Recent activity data in China suggests a loss in momentum vs the re-opening recovery seen earlier this year. As such, in this episode the team discuss recent developments in China and the implications for risk-reward for Chinese equities; they also turn to European equities which have arguably been amongst the greatest beneficiaries of the China recovery theme in the DM world year-to-date. Krupa Patel, Head of International Market Intelligence, is interviewed by Eloise Goulder, Head of Data Assets & Alpha Group.
This episode was recorded on May 15, 2023.
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