7 Oct 2024
GS: South Africa, Commodity heavy EMs (Peru, Chile), and North Asian equity markets have the highest sensitivity to China growth
Source: Mike Zaccardi, CFA, CMT 🍖, Goldman Sachs
13 Sep 2024
China bulls are getting tired of waiting
Source: Bloomberg
13 Sep 2024
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
6 Sep 2024
China weighs cutting mortgage rates in two steps to shield banks
Source: Bloomberg
6 Sep 2024
Traders weigh "buy the dip" opportunities on Asian tech stocks
Source: Bloomberg
6 Sep 2024
Nobody wants to touch China
Source: Markets & Mayhem
6 Sep 2024
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
28 Aug 2024
Protests in China are on the rise due to the housing crisis and the slowing economy
Source : Bloomberg
