Kingswood's Thompson: Chinese Growth Slowed Faster Than Expected

The video discusses the economic impact of COVID restrictions, particularly in China, and the fall in PMI. It addresses concerns about a new COVID variant from South Africa and its potential impact on recovery and vaccination efforts. The discussion shifts to China's economic policy, currency forecasts, and the strength of the dollar. Finally, it covers recent Chinese regulatory actions and suggests investment strategies in light of these changes.

What factors contributed to the decline in the PMI in August?

How has the identification of a new variant in South Africa affected expectations for recovery?

In what ways have businesses and individuals improved their ability to deal with COVID-19?

What is the significance of the Chinese government's approach to economic policy during the slowdown?

What are the implications of the recent steps taken by Chinese regulators on private equity and venture capital?