Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
Podcast: US tightening, China easing – Market Talk
Why is the US having to withdraw liquidity from the system? And why have the Chinese authorities taken to targeted stimulus?
And as we head into the second half of 2023, what are the oil price and yield curve signalling that equities aren’t? Finally, why the performance differential between US tech stocks and their Chinese counterparts? Ben Bennett, Investment Strategist APAC, explains all.
This podcast was hosted by Frances Watson, Content Manager.
You can listen to it on Apple Podcasts, Audioboom and Spotify.
For professional investors only. Capital at risk.
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