Thursday, January 23, 2025

Louis Gave positive on China

In video below, Louis Vincent-Gave (from GaveKal Research) is positive on China. He noted that China now is similar to US at 2010-11 when US is doing QE. 

At 20.00: "These are the valuations you get a few times in your career: very cheap valuations, very low interest rates and massive policy support."

https://www.youtube.com/watch?v=HeggT6dSR60 

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