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Michael Howell: Liquidity Is Back
Forward Guidance
Is China Where You're Most Bullish in Liquidity?
Based on your liquidity model view is is China where you are most bullish on in terms of risk assets equities. Correct. Absolutely correct. Now I'll also say that if you drew that same chart which we do for emerging economies, they are moving absolutely on track with the business cycle. And as I mentioned, expect this is much more a developing market phenomenon. You want to move on to the next chart. This plots risk appetite with the business cycles business cycle in gray risk appetite in orange interesting to see that risk appetite really didn't go down at all last year, according to your model. So there is maybe that the data has been skewed because of a lot of QE by central
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