Top Traders Unplugged

GM72: China's Market Rebound: From Chaos to Opportunity ft. Louis-Vincent Gave

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Oct 16, 2024
Louis-Vincent Gave, founding partner and CEO of Gavekal Research, shares insights on China's economic rebound and its implications. He discusses the crisis of consumer confidence and the effectiveness of recent stimulus measures. Gave examines China's industrial policy, its sustainability, and its role in global manufacturing. The conversation shifts to U.S. policies, potential recession risks, and how a future Trump presidency could reshape U.S.-China relations. He also touches on Europe’s structural challenges and productivity recovery prospects.
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