Bloomberg Surveillance: China Stocks Rebound
Bloomberg Surveillance
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Market Concern Shift and Investment Opportunities
The chapter discusses the shift in market concerns from inflation to growth and how it has affected the stock bond correlation. It analyzes the performance of the market during the week and highlights investment opportunities in Japan's equity market, Latin American equity markets, and European credit spreads. The speakers also discuss the surprising strength of high yield assets and opportunities in the fixed income space.
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