Olivia Blaszkowski from EPFR takes a recent BBC article to look into US investor sentiment towards China. Fund flows show that the tide is changing.
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Investment compass keeps spinning in mid-February
With the one-year anniversary of Russia’s attack on Ukraine looming, the latest US inflation data showing headline inflation down and core inflation up, the Bank of Japan weeks away from a change in leadership and Sino-US tensions rising, investors found it hard during the second week of February to sustain their earlier optimism.