Shifts & Narratives #10 - China is finally emerging from the US’s shadow

Friday 15 October 2021

Research / Market

Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income. In this respect, China’s assets could prove to be a useful diversifier for global portfolios, as they are likely to become increasingly independent from US ones. This holds true at a broader economic level too. We believe that the time has arrived for China to finally emerge from the United States’ shadow, in the US-China fight for global economic and financial supremacy...

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