MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
Macro Voices
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Global Market Dynamics and US-China Relations
This chapter explores the impact of US-China relations on the global markets, including shifts in investor behavior towards equities in Japan and India and the under-ownership of China equities. It compares China's equity strategies post a crisis with past actions by the US central planners, discusses market conditions like undervalued companies and lack of interest in Chinese equities, and highlights shifts in investor sentiment towards divesting from Chinese equities.
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