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Earnings growth in emerging markets is projected to be over 40% this year.
Within the MSCI index, Taiwan's market capitalization has surpassed that of China.
Since taking power in 2012, Xi Jinping has successfully consolidated his personal power, expanded the role of the Communist Party, and advanced China's global ambitions.
China has communicated to the U.S. that it believes Iran should not possess a nuclear weapon and that the Strait of Hormuz should remain open.
Elizabeth Economy predicts Xi Jinping will likely secure a fourth five-year term as General Secretary of the Communist Party.
Elizabeth Economy predicts Xi Jinping will not seek a fifth 5-year term as president but will remain in power as chairman of the Communist Party.
The primary driver of current market risk appetite is a highly bullish outlook for artificial intelligence and the future availability of computing power.
Major private technology companies including SpaceX, Anthropic, and OpenAI are expected to launch large-scale initial public offerings.
Central banks, including the Federal Reserve and the Bank of England, have become highly responsive to incoming economic data, which increases the risk of policy errors.
The question of whether artificial intelligence will be an inflationary or disinflationary force is a key uncertainty that investors and central banks are currently grappling with.
The U.S. economy remains strong, with recent labor market, consumer inflation, and producer inflation data all surprising to the upside.
Seema Shah believes the most likely near-term policy for the Federal Reserve is to keep interest rates on hold.