Is China's Rally Built to Last? Cross-Asset Signals: Metals & Bonds

• Why copper/gold and silver/copper ratios may be sending different signals this cycle
• Positioning ahead of the FOMC meeting in rates and FX
• Duration strategy during rate-cutting cycles
• Active vs. passive performance in the bond market

Elena Zeng on Chinese equities:

• Hong Kong momentum rebound vs. mainland lag
• Relative strength of China vs. EM equities
• Domestic liquidity, share buybacks, and foreign inflows
• Why China remains a tactical allocation, not a core holding

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