October 2024
Alan Dunne sat down with Louis Vincent Gave of Gavekal Research to get his thoughts on China's recent economic stimulus measures and the broader global macro outlook.
Some of the topics discussed include:
✅ China’s economic challenges and whether the stimulus measures will be effective in turning the economy around
✅ The impact of Chinese stimulus measures on local asset markets and global commodities
✅ China’s deflation: which countries are willing to import it and which are not and the implications for bonds
✅ The outlook for productivity growth in the US and in Europe
✅ France’s fiscal challenges
✅ Louis’ belief that Trump is likely to win the US Presidential election and the implications for global markets
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