China recently unsettled the market with its surprise move to turn for-profit education companies into non-profit entities. But the country’s move toward tighter regulations has been going on for some time. Global Market Strategist Arnab Das joins the podcast to help us think through the implications: Are these developments ominous, or are they creating opportunities to invest in Chinese stocks? As a bonus, we also discuss the potential for Federal Reserve tapering. When is that coming? And what's the bond market telling us about the state of the economy? [Invesco Distributors, Inc.]