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Beyond China's hard economic data, there are concerns around domestic asset bubbles exploding, which could send shockwaves throughout global markets. Stephen also expects a cautious approach to markets, given rising geopolitical concerns of late.
geopolitical risksmacro driversChina economyIndustrial productioneconomic growthDonald TrumpNorth Koreasafe havenrisk offcurrency manipulatorYuanUS DollarEuroFrench electionsUS treasury
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