This week we explore the evolving US-China relationship and the drivers of the stellar equity market performance in Asia this year, joined by Dwyfor Evans, Head of Macro Strategy for Asia at State Street Markets. The recent summit meeting of US President Trump and Chinese President Xi Jinping marked a thawing of relations but considerable questions remain around how the two countries will navigate geopolitical and trade tensions. These important discussions frame a regional market backdrop remarkable for its current strength, raising questions of sustainability of the concentrated returns year-to-date.

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