The Market Huddle

Structural Inflationista (Guest: Louis-Vincent Gave)

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Aug 24, 2024
Louis-Vincent Gave, an expert from Gavekal Research, returns to share insights on the stark differences between Chinese and Western capital markets. He discusses the ongoing bull market for gold and its relation to China's economic evolution, particularly the balance sheet recession. Gave also highlights challenges in China's real estate sector and contrasts it with India's growth. Additionally, the episode delves into the implications of different monetary policies, offering a light-hearted take on cultural elements like rugby.
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