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Show Notes
On today’s episode, a look at the path forward for the Chinese economy as Beijing shifts its economic focus from investment-led growth to consumption-led growth, with Premier Li Qiang declaring “vigorously boosting consumption” as the top priority in 2025. We speak with Katia Dmitrieva, Asia Economy Reporter for Bloomberg News. Plus - we discuss what’s next for monetary policy in the US ahead of Friday’s jobs report. We’re joined by George Cipolloni, Portfolio Manager at Penn Mutual Asset Management.
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