There is a Case Against China, But…
As the Macro Tourist lays out so well, things are not at all good in China’s economy and not likely to get better as the Politburo plays its long game against Trump’s short one. Best Way to Short China? But then why… this? Sure it’s not definitively broken out, but why has CHL gone from 43 to 52 since July? Why has TCEHY gone from … Continue reading There is a Case Against China, But…