Is China Starting to Worry About Their Property Market?

The video discusses the PBOC's directive to curb new loans in China, highlighting concerns about the property market. It also covers the impact of US policies under Trump, emphasizing protectionism and its effects on global markets. Private banking clients' concerns are addressed, focusing on risks from Trump, European elections, and China's economy. Investment strategies are suggested, advocating a barbell approach and caution in equity markets.

What implications does the speaker foresee for the Chinese economy in 2017?

What investment strategy does the speaker suggest in response to market conditions?

How does the speaker suggest positioning bond portfolios for reflation?