Mark Matthews, Head of Research Asia at Bank Julius Baer talks about why the US-China rhetoric is getting so heated.Key point: he sees rhetoric easing because the U.S. economy will pick up. But he's looking at rear view mirror economic statistics, not the trend in social mood.
The Halves and Halve Nots
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FEEDFor months, the press would not shut up about “the halvening“. They
couldn’t tell precisely what date it would be, but it was slated for
sometime in Ap...
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