

Asian Markets React to China Factory Data
Sep 2, 2024
Carlos Casanova, a Senior Asia Economist at UBP, provides insights on China's manufacturing downturn and its ripple effects in regional markets. Ann Berry, Founder and Managing Partner at Threadneedle, discusses strategic investments needed for recovery amidst real estate struggles. Barbara Ann Bernard, Founder and CIO at Wincrest Capital, highlights reshoring trends and their implications for inflation and market strategies. The trio delves into opportunities in emerging markets, emphasizing a long-term investment outlook in a complex economic landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
China's Economic Challenges and Market Volatility
01:31 • 10min
Market Strategies in an Election Year
11:48 • 4min
Reshoring Trends and Economic Insights
15:55 • 2min
Market Sentiments and Political Dynamics
17:45 • 4min
Navigating Opportunities in Emerging Markets and Mining
22:15 • 5min