So all-in Asia ? The fact that Trump and US urgently discussed trades with Chinese about rare earth shows the shift of power. While US shoot out load, bombing, making noise in media. Quiet China owns critical resources for the next era (IA, robotics) and clearly state that they don't Russian to stop war to retain US's attention from them. US= scream of the dying king, China = rise of Phoenix ?
The property market is in major slump and will take years if not decades to clear. In the mean time if you have capital in China you'll see flows into the stockmarket and wherever there is higher returns on capital
So all-in Asia ? The fact that Trump and US urgently discussed trades with Chinese about rare earth shows the shift of power. While US shoot out load, bombing, making noise in media. Quiet China owns critical resources for the next era (IA, robotics) and clearly state that they don't Russian to stop war to retain US's attention from them. US= scream of the dying king, China = rise of Phoenix ?
Very good article, analysing different phases for Chinese equities. Remind me of Japan changing phase.
The property market is in major slump and will take years if not decades to clear. In the mean time if you have capital in China you'll see flows into the stockmarket and wherever there is higher returns on capital