Why Chinese Stocks Are Popping on Wednesday
Could the zero-COVID policy be coming to an end in China?
Source: fool.com
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Top News In Alpine Macro Today - Breaking & Trending Today
China's zero-Covid policy has 'passed point of no return' amid protests as stock strategist bets on reflation theme
It’s time to be stock bulls as Beijing’s political will to impose prolonged and strict lockdowns is exhausted, according to Alpine Macro. China will continue to exit from its zero-Covid policy chaotically, but surely.
Source: scmp.com
JPMorgan's Bullish China Stock Call Is Backed By History
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
Source: zerohedge.com
Europe's top money manager Amundi lends weight to Chinese stocks as market looks for sustained rebound
Amundi, Europe’s biggest money manager, is looking past China’s zero-Covid policy to see the brighter side of the stock market, saying concerns about economic growth and earnings are already baked into beaten-down stock prices.
Source: thestar.com.my
Shanghai reopening: tech stocks in Hong Kong are worth a punt as China passes short-term peak Covid-19 pain, Alpine Macro says
Research firm Alpine Macro recommended a long position on the Hang Seng Tech Index in a report published on Tuesday, but cautioned that existing earnings expectations are “unrealistically benign”.
Source: scmp.com