Real-Time Market Analyst Interview - Markets
I honestly was not prepared for this question, but I should have since the firm is in Canada and over half of the Canadian equity index (TSX) is commodities-related. So I just talked my view on the gold price, without going into details about a specific miner
I said that overall, this decrease in infrastructure spending would slower the Chinese economic growth and create a risk-on environment which would result in flight of money in the Chinese equities market to the bond market. Within the fixed income market, there would be a run on corporate bonds and rise in treasuries.
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