Fair to say the US and China have reached some level of transactional stabilization, says AXA IM
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Fair to say the US and China have reached some level of transactional stabilization, says AXA IM
Ecaterina Bigos of AXA Investment Managers says that US-China trade relations have somewhat stabilized even as the former aims to strategically de-risk from the latter. She says she remains "razor focused" on sectors and stocks which receive policy support when investing in the Chinese markets.
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