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Is China's Rally Built to Last? Cross-Asset Signals: Metals & Bonds
Episode 27
- Why copper/gold and silver/copper ratios may be sending different signals this cycle
- Positioning ahead of the FOMC meeting in rates and FX
- Duration strategy during rate-cutting cycles
- Active vs. passive performance in the bond market
Elena Zeng on Chinese equities:
- Hong Kong momentum rebound vs. mainland lag
- Relative strength of China vs. EM equities
- Domestic liquidity, share buybacks, and foreign inflows
- Why China remains a tactical allocation, not a core holding
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Published on 1 month, 3 weeks ago