Jordi and Mike review the sources of continuity, surprise, and uncertainty emerging from China's NPC and the impact on asset allocation, de-globalization, and inflation.
This week G3 is joined by Jordi Visser and Mike Edwards to discuss China and where we go from here in the wake of China's recent National People's Congress. Together, they explore the impact of the growing distance in the relationship between China and the West as it relates to asset allocation decisions and money flows. They also touch on some of the nations and industries that stand to benefit from the West's rift with China.
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- What are the key takeaways from the NPC? [1:04]
- What are the implications for China’s growth going forward in consideration of the Covid zero policy, property markets, and consumer health? [5:45]
- Will the forced removal of Hu Jintao from the NPC’s closing ceremony have a lasting impact on how the West perceives China? [9:30]
- How does Xi Jinping’s dominance impact markets? [12:21]
- Has the widening rift between China and the West affected global asset risk premiums? [14:27]
- Is China investable moving forward? [21:34]
- Is there evidence of capital flight from China? [24:06]
About: Consistent with its mission to invest in people, partnerships, and a purposeful future, Weiss Multi-Strategy Advisers launched a weekly podcast, In Search of Green Marbles, in November 2021. In each episode, Weiss leaders provide differentiated insights (i.e., green marbles) that aim to help institutional investors, financial advisors, and individuals identify actionable investment themes amidst the noise in today’s market environment. Primary topics of discussion include exponential innovation, the US-China relationship, longevity’s impact on financial markets, and the latest economic themes. Hosted by G3, featured guests include Weiss President and CIO Jordi Visser, Deputy CIO Mike Edwards, and Senior Vice President and Portfolio Manager Lundy Wright.
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