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Opinion
John Authers

It's a Good Time to Think About Stagflation Havens

With China contracting and recession the dominant risk, the market is offering some generous odds.

A retreat into Switzerland could make sense.

A retreat into Switzerland could make sense.

Photographer: AFP Contributor/Getty Images

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Risk assets are falling, and have ample reasons to fall. What to do about this? In the short term there are decent arguments that it’s time for a rally within the bear market. But how best to deploy assets for the longer term?