Thurston: China's biggest risk is the risk premium, not the impact of tariffs

Vivian Thurston, Portfolio Manager at William Blair, discusses China's risk premium due to tariffs, gradual Chinese stimulus, and emerging markets like Vietnam and India, focusing on trade imbalances.

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Vivian Thurston, Portfolio Manager at William Blair, discusses China's risk premium due to tariffs, gradual Chinese stimulus, and emerging markets like Vietnam and India, focusing on trade imbalances..