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17min chapter
Structural Inflationista (Guest: Louis-Vincent Gave)
The Market Huddle
Gold and China's Economic Evolution
This chapter explores the recent surge in gold as an investment amidst shifting market conditions and the growing influence of emerging markets like India and China. It contrasts India's booming economy with China's balance sheet recession, discussing the implications of trade surpluses on domestic investor behavior favoring gold. Additionally, the chapter highlights advancements in Chinese manufacturing and technology, illustrating how perceptions are changing in the automotive sector and beyond.
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