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Limited Upside Gains For China-Sensitive Assets


Executive Summary:

  • Last month, we saw a strong bullish consolidation in risky assets driven by a risk-on environment.
  • However, the excitement seems to have been short lived as Chinese equities have been falling again in the past two weeks as some of the China-sensitive assets.
  • This article shows that Chinese economic indicators have not started to pick up significantly in recent months, therefore limiting the upside gain on both domestic asset prices and some of the China-sensitive commodities and currencies.

See link of full article :

CHina limited upside gains.pdf

Source: Bloomberg/MNI

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