Carlos Casanova

Ryan Wang, a U.S. economist at HSBC, shares insights on core goods prices and inflation trends in the U.S. Minmin Low, Bloomberg's China correspondent, analyzes China's economic policies amid low consumer demand. Carlos Casanova from UBP discusses the implications of China's fiscal strategies on global economics. Shana Sissel, CEO of Banrion Capital Management, highlights investment opportunities in small-cap stocks, emphasizing careful selection strategies while navigating market changes. The conversation provides a comprehensive view of the current economic landscape in both the U.S. and China.

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.

Amy Dacey, Executive Director at American University's Sine Institute, shares insights into the political dynamics of the new Harris-Walz ticket and their impact on voter outreach. Carlos Casanova, Senior Asia Economist, discusses worries about Japan's economy in light of the Bank of Japan's rate hike, while Stephanie Leung, Chief Investment Officer, highlights the importance of partnerships in business. They also explore China's growth challenges and the recent volatility in global markets, connecting political and economic threads.