The AI 5 versus the S&P 495
The Macro Trading Floor
The China Story Is Dead and Gone
If you look at right about every single China proxy out there, no matter whether it's copper or Chinese equities, etc., the lack of appetite to invest in China is certainly not there. So I guess to a certain extent, the spillover to Japan is visible in asset allocation. But certainly this China story is completely dead and gone from a narrative perspective right now. And that is also why I've started to ponder whether the Chinese authorities will have to implement what I call classic industrial policy here.
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