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John Woods
John Woods
John Woods is chief investment officer for Asia-Pacific at Credit Suisse

While Biden is likely to stabilise relations with China, a divided Congress implies a low growth, low interest rate environment that will increase investor scrutiny of Asian equities.

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With the arrival of next-generation mobile networks, new services like remote surgery will be suddenly feasible. More immediately, expect a boom in video traffic and augmented reality content.

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The trade war rhetoric doesn’t reflect the reality of China-US relations. To understand where Beijing and Washington are headed, consider their economic interdependence, their stock markets and the coded messages they have been sending.

The global production decline appears temporary and China’s own infrastructure spending is picking up. Combined with possible progress in the trade war, this points to a path of recovery for China’s equities.

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Credit Suisse forecasts 10-year Treasury yields will move no higher than 3 per cent over the next 12 months – from 2.9 per cent currently – suggesting only a limited move higher from current levels