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Macro Perspective 44/2021 | BCA conference 2021 highlights

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the highlights from the recent BCA conference that focused on risk management and holding well diversified portfolios geographically and by asset class.

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Chapters

00:00 Highlights from the BCA Conference: geopolitics and the focus on China vs the US
01:10 Unpacking the two big debates on US policy and China growth
02:25 Insight into slowing Chinese growth

2 Nov 2021 English South Africa Business

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