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EUR vulnerable to dovish ECB and Brexit risks; Goldilocks US economy
Implications of China’s electronics supply chain shifting partially to the rest of Asia.
A 45 minute session covering G3 Monetary policy, Growth outlooks, Trade wars, Brexit, Elections, and more.
A China-US tech war could lead to the relocation of parts of the electronics supply chain from China to other emerging Asian economies. Malaysia, Thailand and Vietnam are the potential beneficiaries.
A moderate stimulus package and insistence on deleveraging indicate Beijing’s increased tolerance for slower growth.