It’s all about #china. I suggest listening to #richardkoo recent interview highlighted by Michael Kao , great round up on what exactly is happening inn China. While the whole world talks about this “immaculate disinflation”, it is in-fact not immaculate at all.
MBCC has been talking about since last year when China reopening was/is NOT the same as US, their efforts to boost growth/stimulus measures of the past cannot be used today, this is where we disagree with most.
What do you make of China news today? Is this really boosting growth?
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