Chinese Revival

With emerging market equities remaining affordable relative to those in the US, the Global Macro Council has turned its attention this month to China.

The noise created by the Trump administration has overshadowed significant progress in China. The country is advancing rapidly in AI model building and fostering collaborations with entrepreneurs like Jack Ma.

Read more in this month's GMC Outlook.

We were delighted to be joined this month by guest speakers Archie Hart, Ninety One and Steve Fuk Shing Sheung from HSBC. Thank you both for your valued input.