Too Early to Call a China Recovery Just Yet: Pendal Group’s Xie Patrick

The video discusses the implications of Chinese A shares in the MSCI Emerging Markets Index, exploring whether this reflects confidence in China's economy. It examines global demand, portfolio diversification, and China's economic indicators, suggesting it's too early to call a recovery. The potential impact of a trade deal between China and the US is analyzed, considering the 2020 US election. Finally, the video explores the likelihood of a currency pact and its effects on global markets, particularly in Asia.

What role does the US election campaign play in the current trade negotiations?

What potential effects could a currency pact have on the broader markets?