Sherry Paul, senior portfolio manager at Morgan Stanley, discusses how current geopolitical events can affect investment conditions. “The thematics that are enduring, that underpin growth and earnings, is what will drive this market higher, which is why we’re remaining very US-centric in our investing right now,” Paul tells Bloomberg Television. She also discusses China’s monetary policy stance and what this could mean for portfolios. (Source: Bloomberg)
Morgan Stanley's Paul on Geopolitics, China's Strategy
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