Formerly with China’s State Administration of Foreign Exchange, Gui, who runs an RMB high yield bond fund for Nordea, gives his views on China’s GDP growth, the property sector and consumer consumption.
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
Part of the Mark Allen Group.