Academy Securities on Weak Confidence in China

The video discusses the current economic challenges in China, focusing on the shadow banking system and its potential impact on global markets. It explores the risks associated with distressed debt in Hong Kong and the need for a separate strategy for emerging markets, excluding China. The discussion also covers the implications of US-China relations on the global economy, including China's sale of US Treasuries and the potential for economic decoupling.

How does the speaker view the potential for emerging markets in relation to China's economic strategies?

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What are the potential risks associated with commercial real estate in the US as discussed in the text?

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What are the implications of China's actions on its relationship with the US, particularly regarding Treasuries?

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