AXA IM on China and Asian Market – Nov 2019

AXA IM’s Senior Emerging Asia Economist, Aidan Yao, shares his latest macro views on China and Asian Market every month.

In this month’s video he talks about the latest trend of the US-China trade war and the outlook of it, below are some key points.

US-China trade war:

  • Rising optimism towards US-China trade talk progress
  • Medium-term uncertainties remain
  • US-China structural rivalry will be the “new norm”