Macro Perspectives 33 | Analysing the tentative emergence of rate cuts

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3y ago 2:54

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Peter Brooke shares his latest macro perspectives, this week analysing the rationale for recent rate cuts in China and the investment opportunities that this environment is creating.
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챕터

1. Macro Perspectives 33 | Analysing the tentative emergence of rate cuts (00:00:00)

2. The rate cut in China – good news that signals that a major economy starting to loosen policy (00:00:11)

3. The negative impact of public policy choices in China, with the crackdown on property as the main catalyst (00:00:50)

4. The results of loosening policy (00:01:46)

5. Summary – glimmers of light amidst the Chinese gloom (00:02:25)

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