Chinese shares continue to rally

While the US labour market remains resilient despite a modest increase in initial jobless claims, concerns are growing about a potential stagflation scenario in the US. Meanwhile, in Europe, eurozone consumer sentiment improved slightly in February, albeit from a low base, and UK retail sales beat expectations. In Asia, markets digested news that Japan's inflation rate hit a two-year high of 4%, but Alibaba's robust quarterly earnings boosted Chinese stocks. Joining us today are Tim Gagie, Head of FX & PM Solutions in Geneva, with a deep dive on currencies and metals, and Cheng Hin Saw, Head of Equities Specialists Asia, with insights on China.00:00 Introduction by Jan Bopp (Investment Writing)00:41 Markets wrap-up by Lucija Caculovic (Investment Writing)07:25 FX and metals: Tim Gagie (Head of FX & PM Solutions Geneva)11:53 Update on China: Cheng Hin Saw (Head of Equities Specialists Asia)16:41 Closing remarks by Jan Bopp (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.