Fundamentally Triggered, EM Rally Fueled By Repositioning: EM Lens
FICC Focus
00:00
What Will It Take to Get Demand Back Online in China?
I remain bearish on China. I think it's going to be a very difficult transition period over the next year or so. You know, if we look at the reopenings in Hong Kong and Taiwan,. they've been far from smooth and I would expect the same in China. So I tend to stay clear of Chinese assets. I'm wary of that tail risk from CCP intervention. There's good fundamental reason to as well.
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