So, we don’t think this event alone will impact asset prices much. The main driver for the global markets currently is the trajectory of inflation and the risk of economic slowdown.
Nilesh Shah says China’s $1 trillion trade surplus is built on an undervalued Yuan, not just on innovation and competitiveness
Kotak MF’s Nilesh Shah says China’s trade surplus topping $1 trillion in 11 months is not just due to innovation and competitiveness, but also a