Surveillance: China Troubles with Mueller-Glissmann
Bloomberg Surveillance
00:00
The Reopening Narrative in China?
There is definitely a chance of a replay of headline inflation volatility next year, which then feeds a bit into rates and to some extent, can drive also spillovers to risky assets. But I think at this juncture, this full reopening, as I mentioned, is to us more than age two story. And it just feels like there's not that many good growth stories to go on. The market has embraced it very quickly, partially that has contributed to a false start in kind of relief on the growth side.
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