Tune in to hear Arnout van Rijn explain his song choice of the week, in light of:
- More conciliatory language being used by Chinese and US leaders regarding trade and investment relations
- The continuing war on inflation, and liquidity tightening as a powerful policy tool
- Mixed news from emerging markets, but an overall positive story on valuation discounts and prospects
- The ongoing tech rally and the wall of worry
Length without disclaimer: 14 minutes.
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