Portfolio Bets, European Vulnerability, and Relative Value of Euro and Asian Assets

Has the PBoC won against speculators in Chinese FX markets? And will equities stabilize due to the contained outflows from China? We invite Tony Nash, former Director at The Economist Intelligence Unit in Asia to discuss the evolving crisis in Beijing. Tony has extensive knowledge from working both in Singapore and China and sees this ongoing tug of war as a patriotic combat.

Finally, you get our weekly update on portfolio flows, where we elaborate why again prefer to short assets in our own neck of the woods in Europe.

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