China moves while America sleeps. This desk is for Western investors who keep score in dollars: what the overnight session in Shanghai and Hong Kong, the yuan, the PBOC and Beijing's policy decisions mean for anyone who owns FXI, MCHI, KWEB, ASHR, Alibaba, Tencent or a global emerging-markets fund.
One question per episode, one clear view, the evidence for it, and the signals that would change it. New episodes before the US open, Monday to Friday.
Not financial advice.
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