China, the outlook for the Yen, and the US jobs market
In this episode, Ian and Robert discuss:
China: What is our prognosis on the equity rebound and how are we managing Chinese exposure within client portfolios?
Japan: What is the current situation with the Yen and does it represent an investment opportunity?
US employment: What is the current state of the US jobs market and what impact does the employment sector have on the overall economy?
The skinny
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