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‘Anywhere But China’
Things are going quite well for US equities. Perhaps you noticed. The S&P hit a new record Friday.
In China, by contrast, things could scarcely be going worse. Notwithstanding a good session on Thursday, the CSI 300 trundled to a third consecutive weekly decline, the ninth in 10. The Shanghai Composite fell 1.7% on the week.
To say A-shares are off on the wrong foot in 2024 (after an egregious 2023) would be to understate the case. The benchmark is tracking for a sixth straight month of lo
There’s increasing talk about China’s demographic problem, after the country’s population declined for a second consecutive year. One “4Ds” list I’ve seen is “debt, deflation, de-risking and demographics”. Perhaps the national population figures will cease being reported while methodology is improved, then resume looking markedly better – like the youth unemployment figures.