The narrative this week suggests that Chinese markets are rallying because the Chinese Govt. is encouraging citizens to buy stocks? Is it that simple? Are global institutional investors wading into Chinese markets on the recommendation of the Government?
Chinese markets are rallying for the following reasons -
1) Dollar stalling
2) Improving fundamentals
3) Reasonable valuation
4) Covid under control
Can emerging markets finally outperform after a decade in the shadow of the S&P - led by China?
Check for yourself.
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I am an investor and these are my personal thoughts on investing, behavioral finance, markets, and sports viewed through the prism of a Latticework