Growth in China Has to Be Domestic: Roche

The video discusses the concept of the Gray zone, a state of mutual hostility between nations that falls short of war. It explores how this affects asset allocation, particularly in the context of dictatorial and democratic models, and the formation of alliances. The video also examines China's shift towards domestic growth due to international trade restrictions and its impact on global economies, highlighting the economic risks and changes in asset categories due to Gray zone warfare.

What is the Gray zone and how does it differ from outright war?

What challenges do asset allocators face in the context of Gray zone warfare?

How do alliances affect economic interactions according to the text?

In what ways has China's growth strategy changed according to the discussion?

What implications does Gray zone warfare have on different asset categories?