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Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.
Investors have long been wary of China, piling into US markets, no matter what the climate. But is that changing? Today on the show, Rob Armstrong and Aiden Reiter talk to Ruchir Sharma, a columnist for the FT and investor at Rockefeller Capital Management, about the case for China now. Also they go long BYD, and long Vietnam.
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You can email Robert Armstrong and Katie Martin at unhedged@ft.com.
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