China's Reliance on Global Supply Chains and the Uncertainty in the Property Sector

The CSI 300, which tracks the largest publicly traded companies in China, just fell to pre-pandemic lows, despite aggressive attempts by President Xi Jinping to prop up the market. The drags on equities include slowing growth, a crisis in the property market and notable geopolitical tensions. Today on the show, we try to figure out if this is the beginning of a long-term crisis or a historic buying opportunity. Also, we go long trades by Bill Gross and Bill Ackman and short getting hit by vans. 

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Read a transcript of this episode on FT.com

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