1/5 #China YOY Aug #retail #sales actual 2.5% vs expected7.4%. Said repeatedly here/clients that growth is the No. 1 risk but everyone loves to talk Regulation/ WAR. Going forward, count on continued monetary support #PBOC, #growth could even surprise on the positive side soon.
2/5 About Delisting risk, did you know that among large/mid BROAD #China universe, only about 6%, or 28 companies that are only listed in the US, after a barrage of companies like @NetEase_Global dual listed in HK? Below is the details. The key is Broad Universe, of course. 
3/5 Hard to write something that has shelf life. The focus of future is really HK EX and Shanghai STAR board. 1 yr later, likely 5-7 comp. would sole US listed among large/mid cap. Chinese companies know both US and China didn't want them to list in US. wisdomtree.com/blog/2020-12-1…
4/5 Want to give a shoutout to WisdomTree blog (yes, we are going Remote First Forever) and how we are thinking about model portfolios. If you are interested in this area, visit our blog or follow @ryankETFmodels @scottd_welch wisdomtree.com/blog/2021-08-2…
5/5 Read on twitter about Norm Macdonald. Remind me of coming to US and landing in the middle of nowhere Indianapolis, and watch Jay Leno and Weekend Update as my introduction to pop culture. After 6 years, finally got most of the jokes! Life before kids.
https://twitter.com/WUTangKids/status/1437874253626494979
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