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
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