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China: de-risk, or de-couple? with MacKay Shields (February 12, 2024)
Manage episode 400594962 series 2841639
China’s economic woes have been in the news lately, but investors’ picture is more dynamic: should we focus more on the risks of China’s old economic model, or the opportunities of its new one? Valentina Chen, co-head and portfolio manager of MacKay Shields’ emerging markets debt team, joins the podcast to share her perspective.
214 حلقات
Manage episode 400594962 series 2841639
China’s economic woes have been in the news lately, but investors’ picture is more dynamic: should we focus more on the risks of China’s old economic model, or the opportunities of its new one? Valentina Chen, co-head and portfolio manager of MacKay Shields’ emerging markets debt team, joins the podcast to share her perspective.
214 حلقات
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