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.
