How AI, gold, and China are shaping the current market environment
18/11 10:30
“The artificial intelligence (AI) investment cycle continues to thrive, caught between circular financing concerns and warnings of an impending bubble. While there are some similarities with the infamous dotcom boom-and-bust cycle, we also observe significant differences. China remains stuck in a balance-sheet recession, but Chinese policymakers recognise that a managed and sustainable equity bull market […]...