Very good combination of charts presented giving a bird's eye view of financial condition. Most indicators related to China show a strong disinflation and slow down ahead, but some hedge fund managers like Ray Dalio is recommending China's shares.
Thanks! China’s bull case is because savings as % of GDP remains really high and if the Chinese savers channel their savings into stocks from the crisis hit property sector; then we would see a massive bull run.
Very good combination of charts presented giving a bird's eye view of financial condition. Most indicators related to China show a strong disinflation and slow down ahead, but some hedge fund managers like Ray Dalio is recommending China's shares.
Thanks! China’s bull case is because savings as % of GDP remains really high and if the Chinese savers channel their savings into stocks from the crisis hit property sector; then we would see a massive bull run.