Co-CIO David Aspell recently shared insights on Bloomberg with Bryan Curtis and Doug Krizner on the potential impact of China’s fiscal policy, "The actions do look like they’re large, and it seems like there's more coming."
He explained that while it will take time for the full economic effects to appear, the equity markets are already reacting to the expected boost, with opportunities emerging in undervalued Chinese stocks. However, David highlighted that Japan may struggle to fully benefit from global growth due to demographic challenges. He also touched on shifting Fed policy expectations, noting that markets are becoming less nervous about the prospect of aggressive rate cuts.
댓글