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No Top in Sight, Chinese Stocks Explode, Nick Colas and Jessica Rabe on the Fed Cut

The Compound and Friends

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Reviving Investor Confidence in Chinese Markets

This chapter explores the recent surge in Chinese stocks driven by new monetary policy easing from China's central bank to combat deflation. The discussion highlights immediate market reactions, the struggles of the Chinese economy, and the dynamics surrounding investment strategies in private equity and credit. Additionally, it addresses broader trends in wealth management and the challenges posed by the dominance of major tech players.

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