Episode 32
China, the outlook for the Yen, and the US jobs market
Talking Capital · Capital Generation Partners
May 16, 202433m 50s
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Show Notes
In this episode, Ian and Robert discuss:
- China: What is our prognosis on the equity rebound and how are we managing Chinese exposure within client portfolios?
- Japan: What is the current situation with the Yen and does it represent an investment opportunity?
- US employment: What is the current state of the US jobs market and what impact does the employment sector have on the overall economy?