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Surveillance: Equity Caution with Wei Li

Bloomberg Surveillance

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The Farrow 270 Day Outlook - Wait, Lee, for BlackRock

We have the view that actually reopening for 2023 should carry growth to something with a six handle for 2023. But over the longer term though, structural growth in China is very challenged. By the end of this decade, we're seeing China growth stabilizing with a three handle. So we're talking about longer term challenging, but near term restart opportunities that we want to lean on.

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