What Investors Need to Know About Geopolitics with Marko Papic
Excess Returns
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What's Happening in China?
China had an election year for more or less. Xi Jinping was trying to do something unprecedented, extend his term,. It hasn't happened in sort of last 20 years. Now that Congress is over, now that the election is over, you're seeing the speed with which they're pivoting on all of these issues. China is recalibrating its economic growth model and it's also recalibrating the kind of capitalism it's in point.
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