China Driving Engine of Global Economic Growth
Featuring Michael Howell
Published on: December 23rd, 2016 • Duration: 35 minutes • Asset Class: Bonds/Rates/Credit, Currencies • Topic: Structural flows, China, LiquidityMichael Howell analyses capital flows and the creation of liquidity, particularly in regards to China, to develop a greater understanding of how the financial world works. His study of capital flows is unique and rarely discussed, illuminating the economics and interdependence of countries in Asia, to draw some fascinating conclusions on the prospects for growth and currencies in the region. With a contrarian view on the US dollar, Michael takes a long term perspective and plots the impact on the bond market from the flight of Chinese capital.