Surveillance: Valuation with Mueller-Glissmann (Podcast)
Bloomberg Surveillance
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Investing Based on the Soft Landing
Sona defaulted to day because it didn't make its payment on a dollar bond coop. Investors kind of need to see something changed with covid zero policy. But it's not just that, you also have a serious crisis in the property sector. How are you thinking about china right now? We would still advocate for having a small overweight to stocks and an underweight to duration.
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