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One of the most striking charts this year: China’s startup ecosystem has almost completely collapsed in the last 5 years
Source: FT thru Alec Stapp on X
China weighs cutting mortgage rates in two steps to shield banks
Source: Bloomberg
Traders weigh "buy the dip" opportunities on Asian tech stocks
Source: Bloomberg
There’s cheap and there’s very cheap.
Chinese stocks are now trading at just 40% of US stock valuations. That ratio is now 2 standard deviations below the historical average. Source: David Ingles, Bloomberg
Protests in China are on the rise due to the housing crisis and the slowing economy
Source : Bloomberg
Hedge funds have finally turned net bullish on the Japanese Yen
Source: Bloomberg, David Ingles
Modi's budget could send Indian stocks higher
Source: Bloomberg 3 July 2024
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