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What Does China’s Reopening Mean?

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Contenuto fornito da Evergreen Gavekal. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Evergreen Gavekal o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode of Coffee with Evergreen, Partner Jeff Otis and CEO of GaveKal Research, Louis Gave, discuss the implications of China's policies on the US economy.

Some questions they dive into are:

  • China is easing its COVID restrictions. What does this mean for the market?
  • What should investors pay attention to in the energy market now that China is reopening? Is the US able to aid in the energy market?
  • We've had a market rebound from recent lows; what should we expect in the near future?

As always, we hope you enjoy the listen! This episode was recorded on June 6, 2022.

This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.

Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

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What Does China’s Reopening Mean?

Evergreen Exchange

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Manage episode 331104458 series 2905641
Contenuto fornito da Evergreen Gavekal. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Evergreen Gavekal o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode of Coffee with Evergreen, Partner Jeff Otis and CEO of GaveKal Research, Louis Gave, discuss the implications of China's policies on the US economy.

Some questions they dive into are:

  • China is easing its COVID restrictions. What does this mean for the market?
  • What should investors pay attention to in the energy market now that China is reopening? Is the US able to aid in the energy market?
  • We've had a market rebound from recent lows; what should we expect in the near future?

As always, we hope you enjoy the listen! This episode was recorded on June 6, 2022.

This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.

Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

  continue reading

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