CHINA STIMULUS ON ITS WAY?

A quick note from the 'tourist about a potential long opportunity in Chinese equities

Markets are moving fast, so this is a short, quick post. There are so many opportunities out there right now, I’d like to get the ideas out there quickly.

Overnight, in the main Chinese national newspaper, the following opinion piece was published in response to Trump’s tariff policy (if you are going to skim the piece, I ask you focus on the second-last…