23 Aug 2024
China names healthcare, education, tech as likely venues for more foreign investment
Source: South China Morning Post
16 Aug 2024
China reported record levels of silver imports.
Source; Tavi Costa, Crescat Capital, Bloomberg
16 Aug 2024
BREAKING: China
Chinese Home Prices declined by the largest amount in history last month Source: Barchart
15 Aug 2024
Michael Burry has made Chinese Internet Stocks his biggest holdings
His #1 holding is Alibaba which was worth $11.2 million at the end of the last quarter. Source: Barchart, CNBC
15 Aug 2024
The scariest China chart
Source: TS Lombard, Bloomberg, Win Smart
13 Aug 2024
Copper Inventories have jumped to the highest level in more than 4 years signaling weak demand in Asia!
Source: Bloomberg, Barchart
13 Aug 2024
Bank of Japan owns ~80% of the country's ETFs and 7% of the entire Japanese stock market, according to Morningstar and the Tokyo Stock Exchange data.
Moreover, the BoJ holds ~55% of the Japanese government bonds. Huge distortions 👇 Source: Global Markets Investor
12 Aug 2024
Japanese stocks are trading at a reasonably low PE of 13.17 after the recent drawdown
Source: Bloomberg, Markets & Mayhem
