3 Comments

Hey Mo - do you think Chinese equities will bottom out anytime soon? Know the Government has taken some action but definitely haven’t taken a money bazooka to it. That said, down $7 trillion there’s gotta be an end in sight.

Expand full comment

There have been too many false dawns. They are cheap and sure we can get fierce bounces but decisive action is now needed to put in a meaningful bottom.

Expand full comment

arguably policy changes, and that doesn't seem like Xi's goal right now

Expand full comment