Trick or Treat: Which assets will rise from the dead?
Many Happy Returns
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Is China a Good Investment?
It was interesting that they delayed the release of the growth figures during the Communist Party conference last week. They have actually come out now and they're like mildly disappointing in most ways, but it was quite a thing to just delay it. But I think if you look at the price of copper, which is a kind of indirect read on Chinese growth, that's been tanking. So markets are kind of telling a different story to the official numbers.
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