Financial Decoder cover image

2023 Mid-Year Market Outlook

Financial Decoder

CHAPTER

The US-China Relationship and Emerging Markets

The performance of emerging market stocks this year still seems dependent upon that US-China relationship as much as China's continued economic recovery. Despite the strong and better than expected economic performance in the first quarter, China's stock market fell after the spy balloon controversy erupted in early February. The momentum in China's economy did slow after the initial post-zero COVID rebound, but more aggressive stimulus seems to be forthcoming here to reinvigorate that recovery.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner