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China Reopening Trade Ended Before It Began
Host Roukaya Ibrahim talks to BCA Research’s Chief Emerging Markets and China Investment strategist Arthur Budaghyan about the recent performance of Chinese financial markets. What is behind this weakness in Chinese assets? What is the likelihood that policymakers will attempt to boost growth conditions by unleashing irrigation-style stimulus? Is the bad news already priced in Chinese assets and China plays?
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By BCA ResearchHost Roukaya Ibrahim talks to BCA Research’s Chief Emerging Markets and China Investment strategist Arthur Budaghyan about the recent performance of Chinese financial markets. What is behind this weakness in Chinese assets? What is the likelihood that policymakers will attempt to boost growth conditions by unleashing irrigation-style stimulus? Is the bad news already priced in Chinese assets and China plays?