MacroVoices #346 Louis-Vincent Gave: The Xi Pivot vs. The Powell Pivot
Macro Voices
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Xi Jinping Pivot, What Would I Buy?
In his maiden speech, Xi Jinping had mentioned 105 times the word economy. Yesterday he mentioned it only 60 times. If you look at science and technology, he mentioned 41 times yesterday. He mentioned it 12 times in 2012. So perhaps we're setting ourselves up for that. Perhaps not. We'll know in 10 days. I don't think it makes any sense to go out and say, oh, we're seeing the Xi Jinping pivots. But I think we'll know in the coming days or week or two.
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