Clocktower

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CAPITAL ALLOCATORS Assertion Partly supported

Papic: Institutional allocators hold only ~2% China exposure versus 20-25% global GDP share

“Look, right now, from what we understand at Clocktower, the allocation to China is about two percent. For real money allocators, and it's like 20, 25% of global economy.”

Marko Papic Oct 26, 2020 ▶ 32:02 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

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Clocktower

1 statements about Clocktower, every show

Turn any episode into a week of clips.