UBS-中国的热情与动量风险
中国饭店协会酒店&蓝豆云·2024-10-07 16:08
China equity markets just had their best week since 2008, and a lot of the headlines around this stimulus and policies has spilled over to the U.S. side with a lot of the Chinese ADRs and Chinese-linked U.S. companies rallying. As we take a step back, some investors are trying to find direction around what to do now with Chinese stocks and the wider U.S. market, which is why I'm really excited to have a UBS head of macro thematic baskets, Aaron Norvig, to share some of his analysis and views. Aaron, what ar ...