Wondering about China ?
(1) You can find our assessment of how Covid Zero has morphed & where it's going at the 24 min mark.
(2) How to view the current stock rally? That's at the 38 min mark.
(1) You can find our assessment of how Covid Zero has morphed & where it's going at the 24 min mark.
(2) How to view the current stock rally? That's at the 38 min mark.
https://twitter.com/OnTheMarginPod/status/1585262882731823111
There is NO EVIDENCE Yet that #China is removed the Covid lockdown . It’s increasing becoming evident that Xi is using this as a method to #control #Anger & #Protests.
Democracies like Canada and India are also moving in the same direction.
Democracies like Canada and India are also moving in the same direction.
More here
So while I think there is lots of Value in Chinese equities, I still believe it will be volatile. You might get lower levels & China might FRUSTRATE INVESTORS for the next 12 months
Workshop of the world Guangzhou being hit especially hard by flare-up in Covid cases: bloomberg.com/news/articles/…
"China's anti-COVID measures are "completely correct, as well as the most economical and effective", said disease control official Hu Xiang..... reuters.com/world/china/ch…
“We should adhere to the principle of putting people and lives first, and the broader strategy of preventing imports from outside and internal rebounds."bloomberg.com/news/articles/…
So while I think there is lots of Value in Chinese equities, I still believe it will be volatile. You might get lower levels & China might FRUSTRATE INVESTORS for the next 12 months
That does mean I did not buy the dip. I did buy the dip.
That does mean I did not buy the dip. I did buy the dip.
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