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bearish
Hang Seng Index Constituents 14 July 2022
SUMMARY
- Somehow the current leg of decline in China's Real estate stocks and bonds has not gotten the attention of investors and money managers.
- Perhaps because the first calls of China's Lehman moment showed it was an exaggerated extrapolation.
- The first decline phase was limited to corporates with highly leveraged real estate balance sheets.
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- Hang Seng Index Constituents 14 July 202214 Jul 2022
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