China in the spotlight this morning

Straight after the Chinese authorities asked the country’s largest banks to lower their deposit rates, China’s trade data disappointed, with both imports and exports falling. But at least there is some positive geopolitical news as US Secretary of State Antony Blinken plans to visit China. Meanwhile, US equities enjoyed some support yesterday, with the S&P 500 closing at its highest level in 2023. Mathieu Racheter, Head of Equity Strategy, joins today’s episode to explain why we still love IT stocks.

00:14 Introduction by Bernadette Anderko (Investment Writing)

00:29 Markets wrap-up by Lucija Caculovic (Investment Writing)

04:24 Why we still love IT stocks by Mathieu Racheter (Head of Equity Strategy)

07:47 Closing remarks by Bernadette Anderko (Investment Writing)

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