Quintet's Antonucci on U.S.-China Relations

The video discusses the ongoing US-China tensions, highlighting the cyclical nature of escalation and deescalation. It explores investment strategies, focusing on global diversification and potential opportunities in China. The economic slowdown in China is analyzed, considering factors like COVID-19 and regulatory impacts. The People's Bank of China's recent market actions are examined, with a focus on liquidity injections and potential policy easing.

What are the long-term trends observed in US-China relations according to the text?

How does the speaker suggest calibrating exposure to China in a portfolio?

What factors are contributing to the deceleration of China's economy as mentioned in the text?

What actions has the PBOC taken recently to address market conditions?

What is the speaker's outlook on future policy easing in China?