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Global Strategy – More defensive again in China
​Following higher interest rates in the US and a stronger USD, the pace of capital outflows has increased in China. As a result, the strategy measures elevated balance-of-payments risk.
Provider
ThirdYear Capital
ThirdYear Capital is a provider of global macro strategy and portfolios, focusing on systematic countercyclical investing.
For additional information and contact, please refer to our website: http://third-year.com/
Martin J Rossner
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