China - Market Strategy 05 (Jan 23 - Jun 24)

[behappyalways]

India vs China
https://x.com/zerohedge/status/1797624838091317557

[behappyalways]

China Property Stocks Tumble Into Bear Market As Beijing's Bailout Fades
https://www.zerohedge.com/markets/china ... lout-fades

[winston]

Chinese equities can soar even with a property crisis on, spot-on stock picker says

by Jiaxing Li

Cheaper property prices could boost household spending power and savings, potentially redirecting funds into the stock market once domestic confidence improves,

Beijing’s ambitious 300 billion yuan (US$41.3 billion) relending facility for excess housing inventory has yet to trickle through.

Chinese mom-and-pop investors are putting much of their household deposits in Chinese treasury bonds and higher-yield wealth-management products instead of stocks at the moment.

Source: SCMP

https://www.scmp.com/business/markets/a ... pe=section