Howard Marks on China, Risk, and Interest Rates
Motley Fool Money
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China's Economic Influence on Global Inflation
This chapter examines China's substantial impact on global inflation and economic dynamics over the past few decades, particularly through its manufacturing boom and the influx of goods into the U.S. It discusses the shifting landscape of outsourcing due to rising wages in China and the resulting interest in alternative markets. Additionally, the chapter touches on the evolving investment strategies as the competitive focus shifts from price to quality, while addressing the challenges and opportunities for investors in the context of deglobalization.
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