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The Soft Landing “Blue Pill” Is Overpriced | Andy Constan
Forward Guidance
China Bonds Will Over Outperform Bonds
Chinese bonds have outperformed Chinese stocks over the past two years by such a large degree That you know, it would be a six Sigma deviation for it to continue therefore. The transparency around the government bond market and china makes me suspicious about taking much direction from them. I wouldn't devote a significant port of my portfolio to a Chinese investment of any sort But um, I think the fundamentals are driving it which is there will be a natural growth impulse potentially stimulated by fiscal policy.
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