MLIV Pulse: What's the Biggest Risk for China Assets?

The transcript discusses the current state of investment opportunities in China, highlighting the impact of ideological barriers and China's significant role in the global economy. It explores trading strategies related to China's reopening and the debt ceiling, while noting the cautious sentiment among investors regarding Chinese equities. The consensus is that significant changes may occur around March of next year, though uncertainty remains.

What potential issues are associated with the debt ceiling in relation to investments in China?

What is the consensus regarding the reopening of the Chinese economy?