Evergrande Is Containable: Lombard Odier CIO

The video discusses the Evergrande crisis, its impact on China's economy, and the government's response. It analyzes market reactions, potential policy mistakes, and China's economic outlook. The discussion extends to global equity scenarios, investment strategies, and the US economic policy, including tapering and the dollar outlook.

What role does the construction sector play in China's GDP?

What are the risks associated with the current economic situation in China?

What is the expected growth trend for the Chinese economy moving forward?

How does the tapering of asset purchases by the Fed affect the dollar's value?