Goldman Sachs The Markets cover image

Does the China rally have legs?

Goldman Sachs The Markets

00:00

Exploring the Role of Chinese Equities in International Portfolios

This chapter explores the implications of incorporating Chinese equities into U.S. investment portfolios, emphasizing the low long-term investor participation due to geopolitical concerns. It also analyzes upcoming economic indicators from China's Golden Week that may reflect the impact of recent policy changes on the market.

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