Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

Asia biased macro & technical analysis

Cross Asset Strategy

<ul><li>This is the second of three notes on China's recovery.</li><li>Most, if not all, bullish consumer recovery scenarios have been based on the revenge spending model that analysts witnessed in other parts of the world.</li><li>There is no question that it is human to do things like recreation, shopping, and travel after three years of lockdowns.</li></ul>

This is the second of three notes on China's recovery.Most, if not all, bullish consumer recovery scenarios have been based on the revenge spending model that analysts witnessed in other parts of the world.There is no question that it is human to do things like recreation, shopping, and travel after three years of lockdowns.

Shanghai Shenzhen CSI 300 Index (SHSZ300 INDEX EQUITY)

China Recovery - Households