What are the implications of regulatory risks in the corporate world in China as discussed?
Principal Global Asset Allocation CIO on Markets
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The transcript discusses the current state of global markets, focusing on valuations in big tech, opportunities in the US and China, and a pro-risk investment strategy. It highlights the impact of COVID on markets, regulatory risks in China, and emerging market opportunities in Asia and Latin America.
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2.
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How has COVID-19 impacted global capital markets according to the discussion?
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What opportunities are identified in emerging markets, particularly in Asia and Latin America?
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