Zhenbo Hou joins us on the BlueBay Insights podcast to share his thoughts on how a change in US leadership could impact China.
We asked Zhenbo:
- Emerging markets rallied as we learnt of the Democratic victory back in November, but what’s the state of play now – how has Trump left relations with China as we head into Biden’s inauguration and how are markets reacting?
- The Biden administration is expected to bring the return of multilateralism – do you see this manifesting through greater cooperation with China on global issues, or perhaps the US and Europe working together to constrain China’s growing its global dominance?
- How has your outlook on China shifted as a result of the changing US leadership?
- How are you expecting Xi and Biden to work together on environmental issues, particularly climate change?
