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De-Dollarization and Equity Concerns amid US-China Trade War

Bloomberg Surveillance

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Navigating Geopolitical Shifts and Investment Strategies

This chapter explores how geopolitical issues, especially the U.S.-China trade war, are reshaping corporate sourcing strategies. It highlights the shift of supply chains to countries like Vietnam and Mexico, while also discussing investment strategies that prioritize value stocks and the importance of corporate earnings guidance.

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