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GQG – Thoughts on China
Brian Kersmanc discusses why, based on absolute risk-reward metrics, GQG is currently bearish on China. Brian also provides his thoughts on the potential for a China-Taiwan war and what that could mean for the markets.
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By Bridgehouse Asset ManagersBrian Kersmanc discusses why, based on absolute risk-reward metrics, GQG is currently bearish on China. Brian also provides his thoughts on the potential for a China-Taiwan war and what that could mean for the markets.
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