EPISODE · Apr 17, 2023 · 3 MIN
Revisit - Why invest in China now?
from BNP Paribas Wealth Management · host Investment Strategy podcast
While the narrative currently is about the path of US interest rates, how deep will the recession be and global banking issues, China stands out as being out of synch in its economic cycle with rest of the world. This is important for portfolio construction. In short, economic policy is easing not tightening and domestic reopening only to be felt this year. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Revisit - Why invest in China now?
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