Dispelling misconceptions

Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China.In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into why the challenges confronting China might be overstated and not fundamentally systemic. They also analyse the broader macroeconomic landscape and discuss recent adjustments made to our asset allocation.https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

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Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China. In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into why the challenges confronting China might be overstated and not fundamentally systemic. They also analyse the broader macroeconomic landscape and discuss recent adjustments made to our asset allocation. https://www.rothschildandco.com/en/wealth-mana...

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This episode was published on February 29, 2024.

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