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MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
Macro Voices
Benefits of Potential Fed Rate Cuts for Chinese Equities
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Investors have been divesting from Russian equities due to geopolitical tensions, leading to a similar divestment trend in Chinese equities, despite their low valuation. A professional investor noted the room emptiness during recent China-related trips, highlighting the reduced interest in these equities. However, if the Fed starts to ease and cut rates in the next year, it would create a bullish scenario for China as it allows China to ease its policies more forcefully, without weakening the Chinese currency.
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