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Bloomberg Wall Street Week - June 16, 2023
Wall Street Week
The Health of the Chinese Economy
The Chinese have a very difficult set of challenges ahead of them they're very serious financial overhangs coming out of what's happening in real estate. The number of births in China has fallen by almost 50 percent in the last six years and I think that's going to point towards there being more softness and commodity prices globally than many might have expected. Sequoia when they were splitting off their China business a week or two ago is indicative of a lot of things that are happening.
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