bearish

China (Underweight): Equities Driven by Stimulus & Flows, Not Reform (Part 2 of 6)

149 Views06 Sep 2017 08:41
Main Conclusions There is no immediate indication of an end to either of the twin flows into Chinese offshore equities, namely global investors...
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John-Paul Smith
Global Asset Allocation, Politics & Governance
Ecstrat
Multi-AssetCross Asset StrategyMacroeconomics
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