Europe to Have a Continued Recovery, Principal Global's West Says

The transcript discusses the current market conditions, highlighting positive catalysts such as trade and China stimulus that could extend the rally. It explores opportunities in emerging markets, particularly in Asia, and the potential for recovery in developed markets like Europe. The discussion also covers China's economic outlook, with predictions of growth driven by stimulus and market inflows. The impact of trade negotiations and technology policies, including the Made in China 2025 initiative, is analyzed, noting potential challenges and opportunities for China's tech sector.

What risks are associated with the potential pullback of PBOC and fiscal stimulus in China?

In what ways might the ongoing trade negotiations affect China's technology sector?