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Show Notes
Guilherme Valle gives his growth outlook for Chinese stocks. “Its trade with the U.S. is less and less relevant,” he posits, and its economy is still “relatively healthy.” He argues that there is investor misperception around China in general and thinks the government still has a lot of “bazookas” in their stimulus arsenal if necessary. He also doesn’t think that the U.S. and China winning the AI race is “mutually exclusive.”
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