This podcast explores the economic outlook for China and the world, particularly in light of upcoming Chinese policy announcements and the US presidential election. Experts share a cautiously optimistic view of China's economy, expecting substantial stimulus packages while recognizing the need to tackle underlying structural issues. As for the US election, both potential outcomes are likely to perpetuate the US-China rivalry, which will affect trade and the global supply chain. The conversation also emphasizes gold as a valuable asset for navigating the current volatility and uncertainty in the market.
