Mohamed A. El-Erian | FT Opinion: The twin ‘factories’ spurring global growth are both at risk

On January 23rd, Mohamed A. El-Erian published a Financial Times Opinion article discussing the uncertainty surrounding the sustainability of the AI-driven investment boom and China’s export machine.

“To navigate well this delicate cost-benefit equation, investors would be well advised to follow what Belinda Hill, my Gramercy Funds’ colleague, calls “stay calm, carry on, and mind the fat tails.”

Read the article HERE (a login to the FT is required).