China Equity Getting Crowded - G7
The mainland equity markets of Shanghai and Shenzhen were closed last week and during that time HK continued to plow ahead notching another 11% on top of rapid gains across the board. The rumors persist that new, better, stronger? stimulus is on the way. We've seen this before and sure, it might be different this time, but risk management still matters and there are some already crowded trades (with poor liquidity).
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Special thanks to Nate and Anzi for the track