Beyond China's hard economic data, there are concerns around domestic asset bubbles exploding, which could send shockwaves throughout global markets. Stephen also expects a cautious approach to markets, given rising geopolitical concerns of late.

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: 

Tags:  geopolitical risks,  macro drivers,  China economy,  Industrial production,  economic growth,  Donald Trump,  North Korea,  safe haven,  risk off,  currency manipulator,  Yuan,  US Dollar,  Euro,  French elections,  US treasury