China’s Stock Market: An Excitable Dog on a Leash?

Takeaways from your trip to Beijing and Shenzhen Haven. That's the recall, what we discussed about one month ago. Use your liquidity was the driver to feed.We have a thing, some kind of water buffalo farming so that you could eat. Now, the narrative was dominating basically every single speaker on your show in the last month or so. But we have also warned about a month ago the disconnection between fundamentals and the liquidity narrative.August The prints are very soft, high frequency data like how housing ...