Felix Zulauf’s Big Calls For 2022 And Beyond
Forward Guidance
00:00
The Value Versus Growth Dynamic in the Chinese Stock Market
The Chinese stock market today is at about the same point, I think, as in 2007. It's not expensive and there are many good companies. Once the Chinese investors realize how problematic their one-sided investment in real estate is, there could be a shift into equity. The more volatile period you see over the next six months where commodities get crushed, that's typically not good for emerging markets.
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