Louis-Vincent Gave: The Chinese Market Has Bottomed
Tax increases a short-term headwind for the markets
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Jim welcomes back Louis-Vincent Gave, CEO at GaveKal in Hong Kong. Louis believes the Chinese market has bottomed, and there is value to be found there, particularly in RMB bonds. He sees tax increases in the US as a short-term headwind to the markets, and looks to a “Dogs of the Dow” strategy as the most sensible way to invest in the US near term. Louis also sees increasing merger and acquisition activity as a big story in 2013.