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Surveillance: Fed in Focus with Carpenter

Bloomberg Surveillance

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The Importance of Diversification in China

A lot of our clients realize that the political risk of investing in China is increased. We are sort of seeing a reticence, especially in our US clients, more of a tilt toward a home bias. There's so many basic corporate America standbys that are tied to China growth. It's one thing to avoid buying Chinese bonds or stocks; it's another thing to question the valuations of technology giants at a time.

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