Perspectives de marché

Gave sees silver lining around dark clouds over Ukraine

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In the first quarter, investors sold off their Chinese shares en masse. Foreign investors who had burned their money in Russia were afraid that a similar scenario would unfold in China, potentially leaving them with stranded assets. But there is a silver lining here, Louis-Vincent Gave, co-founder and director of research company GaveKal, told Investment Officer. “A Taiwan invasion is less likely now than it was a few months ago.”

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