Jeffrey Viksjo, CFA
jeffrey.viksjo@ogorek.com

In the video below, Bloomberg News’ Simon Kennedy discusses recent developments in China, including the tug-a-war between the government’s efforts to both rein in debt but also stimulate economic growth on the heels of the trade war. China’s economy has slowed considerably and is at its lowest point since the great recession.

Kennedy believes the market may be too focused on recent talks of a trade “truce” and missing the big unanswered question so far: what will China offer on intellectual property? Protections on intellectual property remains a deal-breaker for trade hawks within the Trump administration, and very little has been accomplished on this front so far.

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