2min chapter

Odd Lots cover image

Viktor Shvets on Why We Might Be Heading for a Deflationary Bust

Odd Lots

CHAPTER

Is the Central Bank Correcting Its Path?

We've seen a big rout in china equities, tex stocks and real estate stocks. And then it seemed like the authorities came out and seemed to suggest, ok, maybe we went a little bit too far. Maybe we're going to start ing back some of these various crackdowns that have really hit those two industries. I believe you were fairly bullish on chinese equities a, certainly for 20 21, and may be going into 20 22. But just talk to us about how you're thinking about that market at the moment,. Whether or not the central bank seems to be a correcting its path.

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