FXI: Stocks Replace Real Estate

Core Viewpoint - The article discusses the challenges facing the Chinese economy, particularly focusing on deflation as an indicator of economic contraction, and highlights concerns regarding tariffs, trade wars, and near-shoring impacting the economy [1]. Group 1: Economic Indicators - Deflation is identified as a significant sign that the domestic economy in China is contracting [1]. - The article suggests that external factors such as tariffs and trade wars are exacerbating the economic situation [1]. Group 2: Analyst Background - The author has over 35 years of experience in the investment field, having worked as both a sell-side and buy-side analyst, as well as a portfolio manager for debt and equity funds [1]. - The focus is on providing fundamental views and analyses of companies and funds, emphasizing the importance of operating and financial forecasts in driving valuations [1].