Credit Crunch, ETFs, Oil, and Apple
Bloomberg Intelligence
00:00
The China Reopening Story
There's a fair amount of value in Asia credit is one. Even though China's rebound right now is bit irregular, and there's fits and starts, it is absolutely rebounding. There are pockets of consumer leisure and entertainment and consumer travel that we think just as the US coming out of COVID still is on the rebound. But also, we believe that with China reopening, greater parts of Asia, whether with or without China, is experienced in very good growth dynamics overall.
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