bearish

China Watch: This is NOT stimulus. It’s a debt swap!

644 Views31 Oct 2024 15:49
Welcome to the Weekly China Watch, where we examine the Chinese landscape through the lens of Western investors. A month ago, flows into China...
What is covered in the Full Insight:
  • Introduction
  • Analysis of Recent Flows into China
  • Evaluating the Debt Swap
  • Impact on Commodity Markets
  • Conclusion and Investment Outlook
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