99 Red Balloons….to 60,000 feet or a splash in the Ocean
“Five Minute Macro” Video Series – February 2023
America’s F-22 fighter jet shooting down a Chinese balloon off the coast of South Carolina has dominated the headlines for the past week.
Meanwhile, and despite the headline noise, China’s stock market has quietly been on a tear over the last quarter.
In this episode of Forstrong’s 5 Minute Macro, host John Teskey is joined by Shibo Gu, Research Analyst of Forstrong Global, to discuss:
- Reasons behind the 3-month China rally
- The ballooning implications of deteriorating geopolitical relationships between the world’s two largest economies
- Forstrong’s outlook and positioning on China