Pinebridge's Nicola Says China's Factory Outlook Steadies

The video discusses China's focus on credit normalization and economic recovery, highlighting the impact on currency trends and the role of the dollar. It addresses concerns over debt management and policy implications, particularly in China. The discussion also covers market volatility, taper talk, and investment strategies, emphasizing European and Japanese equities.

What are the implications of the moral hazard issues that China is dealing with?

What are the expected outcomes for European equities as vaccination rates increase?

How does the global cyclical recovery affect Japan's equity market?