MacroVoices #495 Louis-Vincent Gave: Understanding China's Structural Growth Drivers
Macro Voices
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The Illusion of Tech Outperformance: Analyzing Economic Drivers
This chapter examines the critical link between U.S. economic performance and energy production, challenging the belief that technology advancements alone drive market gains. It also addresses concerns about the sustainability of the U.S.'s energy advantage and the implications of possible shifts toward Chinese investments.
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