What US-China geopolitical rivalry can we expect in a US election year?
Автор: Foord Asset Management
Загружено: 2024-04-01
Просмотров: 72
Portfolio managers Brian Arcese and JC Xue unpack the implications of the forthcoming US presidential elections, a topic capturing the attention of investors across the globe. JC mentions that the core competitive dynamic between the US and China is expected to persist and despite the current underperformance of Chinese markets, there is an opportunity for them to outperform, even in the face of ongoing trade tensions.
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