Highlights

  • China’s fiscal stimulus and monetary stimulus will be a driver for its economy, and perhaps a new commodities supercycle.
  • China has also entered into one of the biggest trade deals in history, the Regional Comprehensive Economic Partnership, which entered into force in January 2022. The trade agreement includes the member states of the Association of Southeast Asian Nations
  • I think we're moving to a world of three portfolios: The Swiss sterling/euro block, the renminbi block and the dollar block.

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