"Contrarian Alert: Why the Chinese Yuan Could Strengthen", Diana Choyleva, Enodo Economics

In this podcast Diana Choyleva explains the reasons for her contrarian call on the near-term outlook for the Chinese currency. She discusses the deep-seated problems in the Chinese economy, particularly those in the property sector, and assesses the overall effectiveness of the government’s economic policies. In addition, Diana highlights the geopolitical factors that are now hampering China’s economic development, not least the threat of potential military action against the neighbouring island of Taiwan. She also assesses the investment opportunities in the Chinese bond and stock markets, particularly from the viewpoint of international investors in what is becoming a more bifurcated world. In conclusion Diana considers how the economic developments in China are impacting on the rest of the world, especially with respect to the global commodity markets. Track record page - https://bit.ly/4gcJJ60 Diana’s X profile – https://bit.ly/3X7pKgB